Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Thomas is an investment advisor representative with Pursuit Wealth Managment LLC. Elizabeth has been in the industry since 2000 and holds Series 63, 66, and 7 securities licenses as well as the SIE exam. Elizabeth has worked with Ameriprise Financial Services, LLC, FSC Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and American Securities Group, Inc. in the past. Elizabeth specializes in working with high-net-worth individuals, corporations, and other businesses. Elizabeth offers financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/12/2022 - Present
Pursuit Wealth Managment LLC (PALM BEACH GARDENS FL)
FL
11/16/2016 - 05/04/2022
AMERIPRISE FINANCIAL SERVICES, LLC (PALM BEACH GARDENS FL)
FL
01/24/2013 - 05/10/2016
FSC SECURITIES CORPORATION (JUPITER FL)
FL
05/15/2007 - 04/11/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)
FL
10/06/2005 - 05/02/2007
AMERICAN SECURITIES GROUP, INC. (WEST PALM BEACH FL)
MO
06/15/2002 - 09/27/2005
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NC
08/01/2001 - 06/15/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
NY
09/08/2000 - 06/22/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 07/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Elizabeth Thomas is the right advisor for you? Invested Better is here to help.
