Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elysabeth? Claim Your ProfileElysabeth Dalton is a financial advisor working with Synovus Securities, Inc. in NEWNAN, GA. Elysabeth has 30 years of experience in the financial industry. Elysabeth also holds a Series 6, 7, 63, and 66 licenses as well as the SIE exam. Elysabeth has also been registered with Synovus Securities, Inc. since 2001 and has held previous registrations with DEAN WITTER REYNOLDS INC., BEAR, STEARNS & CO. INC., and FIRST AMERICAN NATIONAL SECURITIES, INC.. Elysabeth specializes in working with individuals, businesses, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
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.
Tax related services, administrative services
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
GA
06/12/2012 - Present
Synovus Securities, Inc. (NEWNAN GA)
NY
11/10/1993 - 10/23/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
09/15/1993 - 10/27/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
GA
09/18/1991 - 03/05/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BOTH
Issued 01/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Elysabeth Dalton is the right advisor for you? Invested Better is here to help.
