Years of Experience
5-20+ Years
PALM BEACH GARDENS, FL
8 Years Experience
0 Disclosures
ADVISOR BIO
Elizabeth Young is a registered representative with Janney Montgomery Scott LLC and has been in the industry since December 2016. Elizabeth is a financial advisor who is passionate about helping clients achieve their financial goals. Elizabeth holds the Series 7, Series 66 and SIE exams. Elizabeth specializes in providing financial planning, investment management and retirement planning services to individuals, families, and businesses. Elizabeth previously worked at Raymond James & Associates, Inc. Elizabeth is committed to providing her clients with the highest level of service and personalized attention.
SPECIALIZATIONS
Palm Beach Gardens, FL
32 Years Experience
0 Disclosures
ADVISOR BIO
Elizabeth Kaufmann is a financial advisor at Morgan Stanley. Elizabeth has over 30 years of experience in the financial services industry. She is registered in Florida, Illinois, and Texas. Elizabeth specializes in providing financial advice to individuals, families, and businesses. She is committed to helping her clients reach their financial goals. Elizabeth is also a member of the Financial Industry Regulatory Authority (FINRA).
SPECIALIZATIONS
Palm Beach Gardens, FL
27 Years Experience
0 Disclosures
ADVISOR BIO
Elizabeth Lee is a financial advisor with Morgan Stanley, a firm that provides investment advice and financial services to individuals and institutions. Elizabeth has been in the industry since 1997 and holds multiple licenses and certifications, including the Series 65, 66, 7 and 31 exams. She is registered with the Financial Industry Regulatory Authority (FINRA) and has provided financial advice and services in several states including Florida, Texas, New York and Connecticut.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
22 Years Experience
0 Disclosures
ADVISOR BIO
Elizabeth Marie St amand is a financial advisor with over 20 years of experience in the industry. Elizabeth is currently registered with Cetera Investment Advisers LLC in Florida and Texas. She previously worked with Investors Capital Corp. Elizabeth has a wide range of experience in financial planning, investment management, and insurance. She holds Series 6, 26, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) designation. Elizabeth is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
9 Years Experience
0 Disclosures
ADVISOR BIO
Elizabeth Carpenter is an active Broker/Dealer and Investment Advisor Representative with J.p. Morgan Securities LLC. Elizabeth is registered in 53 states and territories, including Alabama, Alaska, Arizona, and Arkansas. Elizabeth has been active in the financial services industry since April 2016, and has held previous roles with Morgan Stanley and Morgan Stanley Smith Barney LLC. Elizabeth has passed the Series 66, Series 63, SIE, and Series 7 exams, and has received 2 state and 2 product designations.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
16 Years Experience
1 Disclosures
ADVISOR BIO
Ellen Yusem Stewart is a financial advisor with over 15 years of experience in the industry. Ellen is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since September 2013. Ellen's previous experience includes working with Morgan Stanley and PFS Investments Inc.. Ellen is licensed to provide financial advice in multiple states and holds the Series 6, 7, 31, 63, and 66 licenses. Ellen specializes in working with individuals, families, and businesses. Ellen is committed to providing personalized financial advice and helping her clients achieve their financial goals. Ellen is a trusted advisor who works hard to build strong relationships with her clients.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
25 Years Experience
0 Disclosures
ADVISOR BIO
Eric Gene Peterson is a financial advisor at GWN Securities Inc. with over 20 years of experience in the industry. Eric has worked in various roles throughout his career, including positions at Great American Advisors, Inc., Stuart Securities Corp., and Washington Square Securities, Inc.. Eric is registered in Idaho, Oregon, Utah, and Washington and holds Series 6, 63, and SIE licenses. He is also an Investment Advisor Representative and specializes in providing financial planning, market timing services, and portfolio management for individuals.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
5 Years Experience
0 Disclosures
ADVISOR BIO
Eric Carl Benson is a registered representative with RBC Capital Markets, LLC. Eric has been in the financial industry since 2019 and has a broad range of experience, including providing financial planning services, portfolio management, and investment advice to individuals, businesses, and institutional clients. Eric has been registered with the state of Florida since 2019, and is also registered with the state of Texas. In addition to his current registration, Eric has also previously worked at Pruco Securities Corporation. Eric is a highly qualified financial advisor who is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
12 Years Experience
0 Disclosures
ADVISOR BIO
Eric Lindstrom is an active advisor with GWN Securities Inc. Eric has been in the securities industry since January 18, 2013, and has a strong background in providing investment advisory services. Eric specializes in portfolio management for individuals, market timing services, and selection of other advisors. Eric is registered in 12 states and has a total of 11 approved state registrations.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
13 Years Experience
0 Disclosures
ADVISOR BIO
Eric Meisel is a financial advisor at GWN Securities Inc. located in PALM BEACH GARDENS, FL. Eric has over 11 years of experience in the financial services industry. He is a registered representative of GWN Securities Inc. and holds the Series 6, 63, and 65 licenses as well as the SIE certification. Eric has experience with a wide variety of financial products and services. He specializes in providing financial planning, market timing services, selection of other advisors, and portfolio management for individuals. Eric's clients include high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses. Eric is committed to helping his clients achieve their financial goals.
SPECIALIZATIONS