Elizabeth M. Ritz
Professional summary
Elizabeth Marie Ritz, who also goes by Elizabeth Marie Page, is a registered financial advisor currently at GIMBAL FINANCIAL, LLC located in Carmel, Indiana.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Elizabeth has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Marie Ritz's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 10, 2024 - Present
GIMBAL FINANCIAL, LLC
Office #1: 620 N. Rangeline Road, Carmel, IN 46032June 6, 2022 - November 7, 2023
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
February 3, 2004 - October 22, 2004
JPMORGAN DISTRIBUTION SERVICES, INC.
June 4, 2001 - March 19, 2003
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
GIMBAL FINANCIAL, LLC
CRD#: 159003 / SEC#: 801-110875
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/10/2024)
Exams
Series 7TO
Date: 6/6/2022
General Securities Representative ExaminationCurrent Firm
GIMBAL FINANCIAL, LLC
CRD#: 159003 / SEC#: 801-110875
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 804 |
| AUM (Assets Under Management) | $ 253,177,785 |
Red Flags
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