Elizabeth L. Sklaver
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 Lauren Sklaver, CFP® was a registered financial professional .
Elizabeth is a previously registered financial professional and started their career in finance in 2007. Elizabeth had worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 15, 2022 - December 31, 2024
PLANNING WITH LIZ
May 15, 2014 - June 11, 2018
LEARNVEST PLANNING SERVICES, LLC
April 22, 2008 - May 3, 2013
GOLDMAN SACHS & CO. LLC
August 21, 2007 - April 10, 2008
MORGAN STANLEY & CO. LLC
May 9, 2007 - April 10, 2008
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
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Exams
Current Firm
PLANNING WITH LIZ
CRD#: 318874 / SEC#:
Contact information
Red Flags
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