Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Terrell is a financial advisor with over 30 years of experience in the financial services industry. Elizabeth has held various roles at reputable financial institutions, including CITIGROUP GLOBAL MARKETS INC. and Morgan Stanley. Currently, Elizabeth is a registered representative with Morgan Stanley, where Elizabeth specializes in providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions. Elizabeth is also registered as an investment advisor representative in Georgia and Texas. Elizabeth holds a wide range of licenses and certifications, including Series 7, Series 31, Series 63, Series 65, and the SIE exam.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
04/23/2020 - Present
Morgan Stanley (Atlanta GA)
GA
05/03/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
04/26/1993 - 05/07/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
01/09/1992 - 04/22/1993
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
GA
06/24/1987 - 03/08/1990
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
IA
Issued 09/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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