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Elaine Annette Beaty

Goelzer Investment Management

Carmel, IN

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Current Employers
Goelzer Investment Management

10 East Main Street Suite 110, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2019-01-18
  • IN RA
    APPROVED
    Since 2019-01-18

Branch Locations

10 East Main Street Suite 110, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Indianapolis IN 08/2011 12/2018
Morgan Stanley Private Bank, National Association New York NY 01/2015 12/2018
Goelzer Investment Management, Inc. Indianapolis IN 01/2019 Present
  • 08/2011 → 12/2018
    Morgan Stanley Smith Barney
    Indianapolis, IN
  • 01/2015 → 12/2018
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 01/2019 → Present
    Goelzer Investment Management, Inc.
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-02
  • S66 Uniform Combined State Law Examination
    2012-03-02

View on SEC IAPD

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VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
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