Elizabeth LouiseGreak
I specialize in enhancing underperforming investment portfolios. leveraging my extensive knowledge to tackle any financial situation while building trust and fostering deeper insights.
I specialize in enhancing underperforming investment portfolios. leveraging my extensive knowledge to tackle any financial situation while building trust and fostering deeper insights.
As a seasoned General Securities Representative with over three decades in the financial industry, I specialize in large-cap stocks, mega-cap companies, and major cryptocurrencies. My investment strategy combines short-term opportunities with long-term growth, dedicating around 60% of my portfolio to short-term investments and 40% to longer-term positions. I focus on a diversified portfolio that includes companies known for consistently growing their dividend yield. With a strong emphasis on technical analysis and risk management, my goal is to exceed the S&P 500’s performance annually and deliver reliable results.
Investment Adviser Representative / Broker
Investment Adviser Representative / Broker
Investment Adviser Representative / Broker
Investment Adviser Representative
Series 66 - Uniform Combined State Law Examination - May 31, 2006
Series 63 - Uniform Securities Agent State Law Examination -Aug 18, 1995
Series 79TO - Investment Banking Registered Representative Examination - Jan 2, 2023
SIE - Securities Industry Essentials Examination - Oct 1, 2018
Series 7 - General Securities Representative Examination - Jun 27, 1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination - Nov 28, 1994
Series 24 - General Securities Principal Examination - Dec 12, 2000
Asset Management and Financial Planning
Fixed Indexed & Variable Life Insurance and Annuities
Cryptocurrencies & Digital Assets
Real Estate And Real Estate Investment Trusts (REITs)
Comprehensive Wealth Management
Extensive Retirement Planning
Years Of Experience
State Licenses
Clients Satisfied
As a potential investor, I assume what you're most interested about is past performance record. Within this section you will be able to deep dive into my historical data, portfolio performance including monthly reports, and work experience over the last 22 years.
Consider me to be your smart friend that helps you pass the most difficult classes like Calculus and Chemistry. Now instead of school, you are being tested on your ability to earn money and make profitable investment decisions. Just as chemistry was confusing, day trading stocks and cryptocurrencies will be confusing. You can depend on me to do the homework and earn profitable returns when you copy my trades.
Initially, I will request that you complete a personal assessment detailing your trading background. Subsequently, I will utilize the information from your personal assessment to identify investment avenues that are likely to yield profit for you. My trading strategies are designed to be in sync with the financial goals and risk tolerance of each individual client, ensuring a tailored approach that aligns with your unique objective.
Gain access to a comprehensive array of strategies that will pave the way for your success as a trader. These strategies will not only enhance your composure and attentiveness but also position you consistently ahead of the market curve.
I've compiled all the essential information to assist you in grasping the fundamentals of trading principles, covering everything from setting up your trades to understanding various strategies and patterns. Most notably, you will experience a newfound sense of empowerment and confidence when it comes to making informed financial decisions in both U.S. and global markets.
Ensuring the safety of those who follow my trades is my utmost concern. My mission revolves around offering investors a secure and transparent trading journey. To achieve this, I've implemented a comprehensive set of safeguards by partnering with carefully chosen brokerage platforms. Every broker undergoes rigorous scrutiny to confirm their credibility and user-friendliness, assuring the protection of my copiers.
This will change your life in many ways. You will think and approach your finances from a new point of view. Being a really successful trader requires consistency and discipline. I will help you become a financial disciplinarian version of yourself – your own money master.
This serves as the cornerstone of success, and there are several essential tools required to attain it. I've personally experienced and mastered these tools, and I will integrate them into your daily routine. I will closely monitor your trading activities each day, fostering continuous improvement of your skills and enhancing your earnings permanently.
I offer a wide range of services, from helping you select individual investments to developing a profitable trading strategy. With access to a broad array of markets resources - including smart trading softwares and team of market experts, I can assist you in making informed investment decisions based on your financial goals and objectives.