Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Price is a financial advisor with Charles Schwab & CO., Inc., based in Sandy Springs, GA. Elizabeth has been in the industry since 2008 and has a diverse background in financial services. She holds several licenses, including Series 7, 24, 52TO, 55, 57TO, and 66, demonstrating her commitment to providing comprehensive financial advice. Elizabeth has previously worked at firms like KCG AMERICAS LLC, KNIGHT BONDPOINT, INC., and UBS FINANCIAL SERVICES INC. Her expertise spans various areas of financial planning and investment management.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
GA
01/11/2018 - Present
Charles Schwab & CO., Inc. (Sandy Springs GA)
GA
01/20/2011 - 01/03/2017
KCG AMERICAS LLC (ATLANTA GA)
GA
07/08/2009 - 01/21/2011
KNIGHT BONDPOINT, INC. (ATLANTA GA)
GA
09/07/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
BOTH
Issued 09/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2020
Series 4 - Registered Options Principal Examination
BC
Issued 02/25/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/16/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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