Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Olson is an advisor with Hightower Advisors, LLC based in Huntsville, Alabama. Elizabeth has been in the industry since April 2006 and is registered with FINRA and the state of Alabama. Elizabeth previously worked at UBS Financial Services Inc., Robert W. Baird & Co. Incorporated, and Sterne Agee Financial Services, Inc. Elizabeth's professional designations include Series 6, 7, 63, and 66. Elizabeth offers a variety of services to individuals and businesses, including financial planning, portfolio management, and treasury 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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
AL
06/03/2021 - Present
Hightower Advisors, LLC (Huntsville AL)
GA
11/03/2015 - 05/03/2021
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
04/24/2006 - 10/01/2015
ROBERT W. BAIRD & CO. INCORPORATED (ALPHARETTA GA)
GA
02/21/2006 - 04/24/2006
STERNE AGEE FINANCIAL SERVICES, INC. (ACWORTH GA)
BOTH
Issued 03/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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