Throughout the course of my career, I have been registered with five prestigious investment firms, passed six brokerage examinations and gotten accreditation with licenses in about fifty-two states in the US. Click on the button below to send a message if you're interested in effectively improving the profit accumulation percentage of your Investment portfolio.
Portfolios Handled
Client Satisfaction
100%
SRO Registration
100%
SRO Registration
100%
SRO Registration
2022 - Present
(3 years)
Stock Broker | Investment Adviser
2022 - 2022
(less than 1 year)
Stock Broker
2000 - 2021
(21 years)
Stock Broker
1998 - 1999
(1 year)
Stock Broker
1997 - 1998
(less than 1 year)
Stock Broker
Client Reviews
State Securities Law Exam
State Securities Law Exam
General Industry/Products Exam
General Industry/Products Exams
General Industry/Products Exams
Principal/Supervisory Exams
Kindly select your preferred Time & Date indicated in the form to schedule an introductory call. I can help assess your financial status, understand your financial goals and create a tailored financial plan to achieve those goals.
contact@elizabethjoanvella.me