Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Delude is a financial advisor with over 14 years of experience. Elizabeth holds the Series 6, Series 63 and Series 65 licenses, and is a Chartered Financial Analyst (CFA). She is currently registered in Florida, Georgia, North Carolina, South Carolina and Virginia. Elizabeth is affiliated with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors. Elizabeth helps individuals, families, and businesses develop personalized financial plans to meet their 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.
Guidance on pension options to ensure a secure financial future.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
06/17/2022 - Present
Cerity Partners LLC (NORFOLK VA)
VA
11/21/2007 - 09/22/2020
FINANCIAL SECURITY MANAGEMENT, INCORPORATED (VIRGINIA BEACH VA)
BC
Issued 08/05/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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