Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Wendt is a financial advisor with LPL Financial LLC. Elizabeth has over 10 years of experience in the financial industry. Prior to joining LPL Financial LLC, Elizabeth was a financial advisor with Commonwealth Financial Network. Elizabeth is registered with the state of Illinois. Elizabeth is also registered with the state of California. Elizabeth has a Series 6 and Series 63 license. She also has a Series 65 license. Elizabeth is committed to providing her clients with personalized financial advice and services. Elizabeth's areas of expertise include retirement planning, investment management, and estate planning. Elizabeth is a dedicated professional who is committed to 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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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
IL
12/15/2016 - Present
LPL Financial LLC (CHICAGO IL)
IL
02/01/2013 - 01/08/2016
COMMONWEALTH FINANCIAL NETWORK (BURR RIDGE IL)
IL
05/24/2012 - 02/06/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (BURR RIDGE IL)
IA
Issued 05/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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