Elizabeth A. Lundstrom
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 Anne Lundstrom, who also goes by Elizabeth Anne Coyle Franz, was a registered financial professional .
Elizabeth is a previously registered financial professional and started their career in finance in 2005. Elizabeth had worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 17, 2019 - December 31, 2022
PARK VIEW ADVISORY GROUP
September 11, 2018 - November 15, 2018
EQUITABLE ADVISORS, LLC
August 1, 2018 - November 15, 2018
EQUITABLE ADVISORS, LLC
September 2, 2010 - March 4, 2011
THRIVENT INVESTMENT MANAGEMENT INC.
October 31, 2008 - November 4, 2008
OSAIC SERVICES, INC.
October 31, 2008 - November 4, 2008
OSAIC SERVICES, INC.
January 28, 2008 - October 31, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
June 25, 2007 - October 31, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
September 23, 2005 - February 20, 2007
FBL MARKETING SERVICES, LLC
May 10, 2005 - September 15, 2005
THE O.N. EQUITY SALES COMPANY
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
PARK VIEW ADVISORY GROUP
CRD#: 305429 / SEC#:
Contact information
Red Flags
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