Elizabeth Stevens's Location
Austin, TX, US
Elizabeth Stevens's Work
- Senior Regional Supervisory Principal @ LPL Financial
- Assistant Manager, Compliance @ Hines Securities, Inc.
- Supervisor @ Coastal Equities, Inc.
- Independent Contractor - Due Diligence @ NexTrend Securities, Inc.
- SVP, Product Research and Marketing @ SANDLAPPER Securities, LLC (Member FINRA/SIPC)
- Financial Advisor @ Merrill Lynch
- Financial Advisor and Operations Manager @ Raymond James
- Vice President, Investment Product Sales and Qualified Plan Services, Executive Committee Member @ NFP Securities, Inc.
- Vice President, Mutual Fund Research and Marketing @ Raymond James & Associates, Inc.
- Research Analyst @ INVEST Financial Corporation
Elizabeth Stevens's Education
- Miami University
Bachelor of Science (B.S.)
Elizabeth Stevens's Skills
- Wealth Management
- Retirement Planning
- Estate Planning
- Series 7
- IRAs
- Uniform Combined State Law
- Investments
- Finance
- Series 63
- Investment Strategies
Elizabeth Stevens's Summary
Elizabeth Stevens, based in Austin, TX, US, is currently a Senior Regional Supervisory Principal at LPL Financial, bringing experience from previous roles at Hines Securities, Inc., CoastalOne, NexTrend Securities, Inc. and SANDLAPPER Securities, LLC (Member FINRA/SIPC). Elizabeth Stevens holds a Bachelor of Science (B.S.) @ Miami University. With a robust skill set that includes Wealth Management, Retirement Planning, Estate Planning, Series 7, IRAs and more, Elizabeth Stevens contributes valuable insights to the industry. Elizabeth Stevens has 1 email on RocketReach.
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