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EO

Elizabeth M. O'reilly

GBS RETIREMENT SERVICES
Rolling Meadows, IL 60008
Some features on this profile are disabled
CRD#: 5094459
EO

Professional summary

Elizabeth Marren O'reilly, who also goes by Elizabeth Lacrosse, Beth Marren, Elizabeth M Marren, Beth Marren O'reilly, is a registered financial professional currently at GBS RETIREMENT SERVICES, INC. located in Rolling Meadows, Illinois.

Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 2006. Elizabeth has worked at 1 firm and has passed the Series 99TO, SIE and Series 28 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Elizabeth Lacrosse | Beth Marren | Elizabeth M Marren | Beth Marren O'reilly

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Elizabeth Marren O'reilly's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 13, 2006 - Present

GBS RETIREMENT SERVICES, INC.

Office #1: 2850 Golf Road 8th Floor, Rolling Meadows, IL 60008
RIA
BD
CRD#: 34889
Rolling Meadows, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 28
Date: 3/10/2006
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

GR
GBS RETIREMENT SERVICES, INC.
GALLAGHER BENEFIT SERVICES OF NEW YORK, INC. | GBS RETIREMENT SERVICES, INC.

CRD#: 34889 / SEC#: , 8-46433

Illinois
Registered Investment Advisory firm - SEC (8/21/2007 Approved)
New York
Registered Investment Advisory firm - SEC (10/26/2009 Terminated)
Ohio
Registered Investment Advisory firm - SEC (9/11/2007 Approved)
Texas
Registered Investment Advisory firm - SEC (12/13/2007 Limited)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
2850 Golf Road 8th Floor, Rolling Meadows, IL 60008
Mailing Address
2850 Golf Road 8th Floor, Rolling Meadows, IL 60008
Phone number
(951) 977-2671
Established
New York since 08/19/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
2

FINRA licenses (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
GALLAGHER BENEFIT SERVICES, INC.OWNER
AMAYA, PATRICKVICE PRESIDENT, CHIEF COMPLIANCE OFFICER4519000
MCCLARY, AMY GVICE PRESIDENT, GLOBAL TAX
ZIEBELL, WILLIAM FCEO/DIRECTOR

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.

Company Information

GBS RETIREMENT SERVICES, INC.

CRD#: 34889Rolling Meadows, IL 60008

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