Elizabeth Leann Stieneke
Investment adviser representative at Raymond James Financial Services Advisors, Inc
14 yearsExperience
3 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Raymond James Financial Services Advisors, IncJul 2022 to now
- First National Bank of OmahaJul 2022 to now
- Raymond James Financial Services, IncJul 2022 to now
- UnemployedDec 2021 to Jul 2022
- Cetera Advisor NetworksApr 2021 to Dec 2021
- Cwm, LLC dba Carson PartnersApr 2021 to Dec 2021
- Carson GroupMar 2021 to Dec 2021
- UnemployedJan 2021 to Mar 2021
- Bancwest Investment ServicesMar 2012 to Dec 2020
- Bank of the WestMar 2012 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (IA, NE, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3116243
- Firm CRD
- 149018