Unclaimed
Eliza Jane Campbell is an Investment Advisor Representative with Diversify Wealth Management, LLC. Eliza is registered with the state of Utah and has been in the industry for several years. Eliza holds a Series 65 license and has a strong background in finance and economics. Eliza specializes in working with individuals, corporations, and charitable organizations. Eliza is passionate about helping clients reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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UT
08/06/2024 - Present
Diversify Wealth Management, LLC (OREM UT)
IA
Issued 08/05/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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