Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizzia? Claim Your ProfileElizzia Pace is an Investment Advisor Representative and registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Elizzia has been working in the financial services industry since 2001, and is licensed in Arkansas, Colorado, Florida, Louisiana, New Mexico, Oklahoma and Texas. In addition to working at Merrill Lynch, Elizzia is also an Officer and General Partner/Managing Member of Lourdes, LLC, a CBD company.
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
TX
10/02/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
TX
05/26/2020 - 12/10/2021
VERITAS INDEPENDENT PARTNERS, LLC (Dallas TX)
TX
09/08/2016 - 06/04/2018
CAPITAL ONE INVESTING, LLC (Flower Mound TX)
TX
08/29/2014 - 12/03/2015
ALLSTATE FINANCIAL SERVICES, LLC (PROSPER TX)
CT
04/29/2011 - 06/03/2014
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
TX
09/05/2006 - 04/25/2011
H.D. VEST INVESTMENT SERVICES (IRVING TX)
NY
06/06/2002 - 10/19/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MN
05/31/2001 - 04/11/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/31/2001 - 04/11/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2001
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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