Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Adden Parsons is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Elizabeth has been in the industry since 2023. She is licensed to provide investment advice in Virginia, Maryland, and the District of Columbia. Elizabeth has earned both Series 63 and Series 65 licenses, as well as the Series 6TO and SIE exams. Elizabeth's office is located in Chesterfield, Virginia. Wells Fargo Clearing Services, LLC is a full-service brokerage firm that provides investment advice to individuals, families, and businesses. The firm has over $558 billion in assets under management. Elizabeth's background is in finance and technology. She 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.
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.
Investment consulting services to institutional clients
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.
1
2
VA
10/26/2023 - Present
Wells Fargo Clearing Services, LLC (CHESTER VA)
IA
Issued 10/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Parsons is the right advisor for you? Invested Better is here to help.
