Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Quillin is an active investment advisor representative. Elizabeth has been in the industry since October 26, 2001. Elizabeth is currently registered with &partners in Missouri. Previously, Elizabeth was registered with Wells Fargo Clearing Services, LLC, First Clearing, LLC, Wachovia Securities, LLC, and Citigroup Global Markets Inc. Elizabeth is also a registered principal with &partners. Elizabeth has passed the Series 7, Series 63, Series 65, Series 55, Series 57TO, Series 24, and SIE exams.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
09/21/2023 - Present
&partners (WARSON WOODS MO)
MO
10/13/2021 - 06/29/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
06/26/2006 - 09/16/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
VA
12/09/2005 - 06/29/2006
FIRST CLEARING, LLC (RICHMOND VA)
MO
11/11/2003 - 12/09/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/10/2000 - 11/18/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 11/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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