Elizabeth Anderson

Current Employers

Employment History

• 07/2016 → 02/2025
  Concourse Financial Group Securities Inc
  Birmingham, AL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2025 → 09/2025
  Avantax Investment Services Inc
  Dallas, TX
• 02/2025 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 02/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 02/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN

Previous Registrations

• 2016-07-07 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Birmingham, AL
• 2016-04-11 → 2016-07-06
  Edward Jones
  St. Louis, MO
• 2007-06-29 → 2016-03-31
  Intl Advisory Consultants Inc.
  Birmingham, AL
• 2006-04-20 → 2007-06-13
  Amundi Pioneer Institutional Asset Management, Inc.
  Boston, MA
• 2005-11-09 → 2006-04-20
  Amundi Asset Management Us, Inc.
  Boston, MA
• 2005-09-26 → 2005-10-18
  Amsouth Investment Management Company Llc
  Birmingham, AL
• 2005-02-18 → 2005-09-26
  Amsouth Asset Management, Inc.
  Birmingham, AL
• 2003-07-10 → 2005-02-18
  Amsouth Investment Management Company Llc
  Birmingham, AL
• 2002-07-11 → 2003-09-19
  Amsouth Investment Services, Inc.
  Birmingham, AL
• 2001-01-25 → 2002-07-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmigham, AL

Other Businesses

1) FINANCIAL SERVICES INSTITUTE (FSI); Investment Related; 1201 Pennsylvania Avenue NW, Ste 700, Washington, DC 20004; Board Member; Board Member; Start Date 01/2023; 5 hours per month with no hours per month occurring during trading hours; Newly appointed board member supporting the institute's mission to promote the financial services industry, specifically the independent contractor model. >> 2) NAME OF OTHER BUSINESS: INVESTMENTS & WEALTH INSTITUTE; INVESTMENT RELATED: NO; ADDRESS: 5619 DTC PARKWAY SUITE 600 GREENWOOD, CO 80111; NATURE OF BUSINESS: BOARD; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: CHAIR, BOARD OF DIRECTORS; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; BRIEF DESCRIPTION OF DUTIES: LEAD A 13-MEMBER BOARD TO OVERSEE THE EXECUTIVE DIRECTOR AND ESTABLISH THE STRATEGIC PLAN; 3) FRESHWATER LAND TRUST; Non-Investment Related; Organization; Board Member; 2308 1st Avenue North, Birmingham, AL 35203; Start Date 01/2021; 4 hours per month with no hours per month during trading hours; My board member duties do not include fund-raising - the role is more consultative in nature. 4) NAME OF OTHER BUSINESS: THE FRANKLIN BUILDING HOA; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION BOARD; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER/TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: GENERAL BOARD DECISIONS REGARDING OUR BUILDING. OVERSEE BUDGET, NO ACCESS TO FUNDS; 5) NAME OF OTHER BUSINESS: ASSOCIATION OF AFRICAN AMERICAN FINANCIAL ADVISORS; INVESTMENT RELATED: NO; ADDRESS: 1050 CONNECTICUT AVENUE NW SUITE 500 WASHINGTON, DC 20036; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 0.25; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELPING GUIDE THE EXECUTIVE DIRECTOR IN STRATEGY TO ADDRESS PROFESSIONAL DEVELOPMENT NEEDS, ADVOCACY FOR LICENSED BLACK/AFRICAN AMERICAN FINANCIAL PROFESSIONALS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-03
• S63 Uniform Securities Agent State Law Examination
  1992-02-06

Other Names

• Elizabeth Giltz
• Elizabeth Susan Leeds
• Elizabeth Giltz Anderson
• Libet Anderson
• Elizabeth Glitz Anderson