Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Swanson is a financial advisor with Gregory J. Schwartz & CO., Inc. She has been in the industry since 1998 and has a wide range of experience in financial planning, portfolio management, and pension consulting. Elizabeth is also registered to provide investment advice in California, Illinois, and Michigan. She holds the Series 63, 65, 7, and 24 securities licenses. Elizabeth has a strong commitment to 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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MI
05/28/2010 - Present
Gregory J. Schwartz & CO., Inc. (BLOOMFIELD HILLS MI)
MI
10/20/1998 - 11/21/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BC
Issued 03/11/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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