Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Hall is a financial advisor with Fidelity Personal And Workplace Advisors. Elizabeth has been in the financial services industry since 2013. She has a strong background in financial planning and portfolio management. Elizabeth is also a Certified Financial Planner. Elizabeth is committed to helping her clients reach their financial goals. She is a Registered Representative of Fidelity Personal And Workplace Advisors and is licensed to sell securities in Arizona and Texas. Elizabeth holds the Series 7, 9, 10, 66, and SIE licenses. Elizabeth is passionate about helping her clients achieve 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.
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.
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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2
AZ
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (SCOTTSDALE AZ)
AZ
09/29/2017 - 03/18/2020
MORGAN STANLEY (GILBERT AZ)
MD
09/30/2013 - 08/17/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 10/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/02/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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