Elizabeth J. Ward
Professional summary
Elizabeth Jane Ward, who also goes by Betsy Mcmenimen, Elizabeth Jane Mcmenimen, Betsy Ward, is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.
Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 1997. Elizabeth has worked at 13 firms and has passed the Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Elizabeth Jane Ward's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2023 - Present
CRESCENT SECURITIES GROUP, INC.
Office #1: 4975 Preston Park Blvd. Suite 820, Plano, TX 75093September 6, 2019 - December 14, 2022
THE M & A GROUP LLC
June 28, 2017 - August 15, 2019
JCC CAPITAL MARKETS, LLC
September 26, 2016 - January 20, 2017
AMERICAN ELM DISTRIBUTION PARTNERS, LLC
April 24, 2015 - April 26, 2016
EMERSON EQUITY LLC
November 15, 2013 - October 8, 2014
CABOT LODGE SECURITIES LLC
September 4, 2013 - November 13, 2013
ALLIANZ LIFE FINANCIAL SERVICES, LLC
November 1, 2012 - June 7, 2013
AEI SECURITIES, INC.
July 24, 2002 - December 19, 2003
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
November 3, 2000 - October 30, 2001
AMERICAN UNITED LIFE INSURANCE COMPANY
February 10, 1999 - September 5, 2000
INVEST FINANCIAL CORPORATION
July 9, 1998 - January 15, 1999
THE LEADERS GROUP, INC.
April 22, 1997 - June 3, 1998
AMERIPRIME FINANCIAL SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/3/2023)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
CRESCENT SECURITIES GROUP, INC.
CRD#: 114993 / SEC#: , 8-53457
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 2 |
Red Flags
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Company Information
CRESCENT SECURITIES GROUP, INC.
CRD#: 114993Plano, TX 75093TRUST BUT VERIFY
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