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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Armstrong is a financial advisor with Cetera Investment Advisers LLC, based in Walla Walla, WA. Elizabeth has been in the industry since September 23, 1996. Elizabeth holds a Series 6, Series 7, Series 62, Series 63, and Series 65 licenses and has worked for a variety of firms throughout her career including Pacific West Securities, Inc. and Metropolitan Investment Securities, Inc. Elizabeth is a registered investment advisor representative in Washington. Elizabeth also serves as an insurance agent for various companies, specializing in fixed insurance products.
WALLA WALLA, WA
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.
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
WA
03/21/2024 - Present
Cetera Investment Advisers LLC (WALLA WALLA WA)
WA
01/20/2010 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (RENTON WA)
WA
12/15/2003 - 12/31/2009
PACIFIC WEST SECURITIES, INC. (RENTON WA)
WA
09/20/1996 - 12/15/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
IA
Issued 7/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 9/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/19/1996
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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