Unclaimed
Ernest Albert Liebre is a registered investment advisor representative with Captrust. Ernest has been in the financial services industry since 1983. Ernest has passed the Series 63, Series 24, SIE, and Series 7 exams. Ernest has been a registered representative in the following states: California, Connecticut, District of Columbia, Florida, Maryland, and New York. Prior to joining Captrust, Ernest worked with CADARET, GRANT & CO., INC., WALNUT STREET SECURITIES, INC., NATHAN & LEWIS SECURITIES, INC., and AGINCOURT, LTD.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CT
11/12/2020 - Present
Captrust (GREENWICH CT)
CT
10/01/2007 - 08/02/2013
CADARET, GRANT & CO., INC. (GREENWICH CT)
CT
08/01/2003 - 10/03/2007
WALNUT STREET SECURITIES, INC. (GREENWICH CT)
NY
05/25/1983 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
06/06/1997 - 09/24/1998
AGINCOURT, LTD. (PEMBROKE )
BC
Issued 10/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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