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Elizabeth Tarpy Greene

Truist Investment Services, Inc.

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About Elizabeth Tarpy Greene

Elizabeth Greene is a financial advisor with over 20 years of experience in the financial services industry. Elizabeth is currently registered with Truist Investment Services, Inc. and is licensed to conduct business in Georgia. Elizabeth's previous experience includes a role at SunTrust Robinson Humphrey, Inc. She holds Series 7, Series 24, and Series 63 licenses. Elizabeth is dedicated to providing clients with personalized financial guidance to help them achieve their financial goals.

Firm Information

Elizabeth Greene is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Elizabeth Greene’s Registration & Firm History

GA

03/26/2018 - Present

Truist Investment Services, Inc. (ATLANTA GA)

GA

12/11/2001 - 12/20/2017

SUNTRUST ROBINSON HUMPHREY, INC. (Atlanta GA)

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Licenses & Designations

BC

Issued 12/28/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Tarpy Greene.
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