Elizabeth J. Mcmullen
Professional summary
Elizabeth J Mcmullen, who also goes by Elizabeth Joy Lundmark, Elizabeth Joy Mcmullen, Ellie Mcmullen, is a registered financial advisor currently at STAR HARBOR INVESTMENTS INC located in Apollo Beach, Florida.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Elizabeth has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth J Mcmullen's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 6, 2025 - Present
STAR HARBOR INVESTMENTS INC
January 18, 2023 - January 11, 2024
MORGAN STANLEY
February 10, 2022 - September 5, 2023
E*TRADE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/6/2025)
Exams
Series 7TO
Date: 2/10/2022
General Securities Representative ExaminationCurrent Firm
STAR HARBOR INVESTMENTS INC
CRD#: 335139 / SEC#: 801-132653
Contact information
SEC notice filing (1 States and Territories)
Red Flags
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