Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eleanor? Claim Your ProfileEleanor Ashworth is a financial advisor with over 19 years of experience in the financial services industry. Eleanor is currently registered as an Investment Advisor Representative with Osaic FA, Inc. in New Hampshire. Eleanor has held previous positions with Portfolio Brokerage Services, Inc., Lincoln Financial Securities Corporation, and Lincoln Financial Distributors, Inc. Prior to that, Eleanor was with Jefferson Pilot Securities Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services provided on a limited basis.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
08/19/2022 - Present
Osaic FA, Inc. (RADNOR PA)
IL
08/23/2013 - 12/11/2014
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
NH
06/10/2008 - 02/22/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
PA
08/02/2006 - 06/17/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NH
08/15/2003 - 08/04/2006
JEFFERSON PILOT SECURITIES CORPORATION (CONCORD NH)
BC
Issued 02/02/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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