Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Serebrisky is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with a focus on providing investment advice and portfolio management services to individuals and businesses. Elizabeth has over 20 years of experience in the financial industry. Previously, Elizabeth worked at BANC OF AMERICA INVESTMENT SERVICES, INC., MORGAN STANLEY DW INC., and PAINEWEBBER INCORPORATED. Elizabeth is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 65 licenses. Elizabeth also has a Series SIE license. Elizabeth has been registered with the State of California since 2006 and is also registered in Texas. Elizabeth is passionate about helping her clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
12/20/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
04/24/2002 - 12/12/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
NY
03/03/1999 - 11/06/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
03/11/1998 - 03/18/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
06/04/1997 - 06/12/1997
D. A. CAMPBELL COMPANY INC. (LOS ANGELES CA)
IA
Issued 04/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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