Elizabeth Carey
Professional Summary
Elizabeth Carey, who also goes by Elizabeth Long, Elizabeth Long, is a registered financial advisor currently at CLARENDON INSURANCE AGENCY, INC. located in Waltham, Massachusetts. Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 2005. Elizabeth has worked at 9 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Elizabeth Long, Elizabeth Long
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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EDWARD JONES
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Disclosures on record.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
CLARENDON INSURANCE AGENCY, INC. | GEORGE E. MADEN | EMAC TRADING LLC
Contact Information
Main Address
230 3rd Ave 6th Floor, Waltham, MA 02451Mailing Address
230 3rd Ave 6th Floor, Waltham, MA 02451Phone Number
(781) 790-8600Established
Massachusetts since 03/04/1968Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (50 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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EDWARD JONES
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Elizabeth Carey's CRS (Customer Relationship Summary).
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