Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Portia Parker is a financial advisor with over 15 years of experience in the industry. Elizabeth is currently registered with Citigroup Global Markets Inc. in San Antonio, Texas, and is also registered with the state of Texas. Elizabeth is licensed to provide securities and investment advisory services. Elizabeth's areas of expertise include asset allocation, financial planning, and portfolio management. Elizabeth has a strong track record of success in helping clients achieve their financial goals. Elizabeth is committed to providing her clients with personalized service and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
04/02/2018 - Present
Citigroup Global Markets Inc. (San Antonio TX)
TX
12/03/2015 - 03/19/2018
MORGAN STANLEY (SAN ANTONIO TX)
TX
01/15/2015 - 11/19/2015
ALLSTATE FINANCIAL SERVICES, LLC (SAN ANTONIO TX)
TX
08/19/2008 - 12/26/2014
J.W. COLE FINANCIAL, INC. (THE WOODLANDS TX)
TN
11/16/1995 - 05/28/1996
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
IA
Issued 06/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Elizabeth Parker is the right advisor for you? Invested Better is here to help.
