Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisabeth? Claim Your ProfileElisabeth Marie Collins is a financial advisor registered with the Securities and Exchange Commission. Elisabeth is currently employed by Osaic FA, Inc., based in Radnor, PA. She holds a variety of licenses, including Series 6, 7, 24, 27, 63, and 66 licenses. Elisabeth has over 10 years of experience in the financial services industry and has previously worked at Vanguard Marketing Corporation and Janney Montgomery Scott LLC.
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.
1
2
PA
05/13/2024 - Present
Osaic FA, Inc. (RADNOR PA)
PA
07/09/2015 - 07/18/2023
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
07/03/2013 - 04/01/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 03/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2021
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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