ELIZABETH C BERTELSEN is an investment adviser representative (IAR) with state registration records since 1999, appearing at 6 firms. Currently registered with ACCURATE WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ACCURATE WEALTH MANAGEMENT, LLC | 2019-09-04 | present | Yes |
| INTERVEST INTERNATIONAL, INC. | 2019-04-22 | 2019-09-04 | — |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | 2013-06-14 | 2019-04-23 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2009-01-16 | 2013-06-18 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2006-02-21 | 2008-12-23 | — |
| LEGG MASON WOOD WALKER, INCORPORATED | 1999-06-25 | 2006-02-21 | — |