Elizabeth Stamer
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 Stamer, who also goes by Elizabeth Soren, Elizabeth S. Stamer, was a registered financial professional .
Elizabeth is a previously registered financial professional and started their career in finance in 2000. Elizabeth had worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 28, 2002 - January 10, 2019
MENDEL MONEY MANAGEMENT INC
November 20, 2000 - March 27, 2002
WELLS FARGO CLEARING SERVICES, LLC
September 11, 2000 - November 29, 2000
PRUDENTIAL EQUITY GROUP, LLC
Primary Firm SEC Registration
MENDEL MONEY MANAGEMENT INC
CRD#: 105974 / SEC#: 801-34323
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MENDEL MONEY MANAGEMENT INC
CRD#: 105974 / SEC#: 801-34323
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 222 |
| AUM (Assets Under Management) | $ 301,133,763 |
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.
