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Elizabeth G. Wilson

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CRD#: 1017406
EW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Elizabeth Griggs Wilson, who also goes by Elizabeth Wilson Pansing, Liggzie Wilson, was a registered financial professional .

Elizabeth is a previously registered financial professional and started their career in finance in 1981. Elizabeth had worked at 11 firms and has passed the Series 66, Series 63, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Elizabeth Wilson Pansing | Liggzie Wilson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 2, 2010 - May 2, 2012

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
LINCOLN, NE
Past

March 8, 2007 - May 1, 2007

WESTERN INTERNATIONAL SECURITIES, INC.

RIA
CRD#: 39262
LINCOLN, NE
Past

March 6, 2007 - July 30, 2010

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
LINCOLN, NE
Past

November 3, 2005 - February 28, 2007

UNITED SECURITIES ALLIANCE, INC.

RIA
CRD#: 36487
LINCOLN, NE
Past

May 16, 2005 - February 28, 2007

UNITED SECURITIES ALLIANCE, INC.

BD
CRD#: 36487
LINCOLN, NE
Past

September 10, 2004 - April 18, 2005

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
LINCOLN, NE
Past

August 20, 2004 - April 18, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

August 19, 2003 - June 18, 2004

MAIN STREET MANAGEMENT COMPANY

RIA
CRD#: 547
LINCOLN, NE
Past

June 13, 2003 - June 18, 2004

MAIN STREET MANAGEMENT COMPANY

BD
CRD#: 547
BOSTON, MA
Past

November 21, 2000 - May 28, 2003

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
LINCOLN, NE
Past

April 17, 2000 - May 28, 2003

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

April 24, 1995 - April 19, 2000

STIFEL INDEPENDENT ADVISORS, LLC

BD
CRD#: 28218
ST. LOUIS, MO
Past

May 28, 1993 - March 1, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

April 22, 1991 - May 26, 1993

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

November 17, 1981 - April 25, 1991

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/20/2000
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 11/15/2002
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BS
BROOKSTONE SECURITIES, INC.
BROOKSTONE INVESTMENT ADVISORY SERVICES | RISE, INC. | RESOURCE-REALTY INVESTMENT SECURITIES ENTERPRISES, INC. | BROOKSTONE SECURITIES, INC.

CRD#: 13366 / SEC#: 801-67061, 8-29116

BD
Terminated by SEC on 08/19/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 07/14/2005
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2 APRIL 25, 2012 (4/27/2012)

Direct owners and executive officers


NamePositionCRD#
BROOKSTONE CAPITAL MANAGEMENT, LLC.PARENT COMPANY
LOCY, DAVID WILLIAMDIRECT OWNER/FINOP CHIEF COMPLIANCE OFFICER4682865

Disclosures


Regulatory Event10
Arbitration6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BROOKSTONE SECURITIES, INC.

CRD#: 13366

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