Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Gossen is a financial advisor with Newedge Advisors, located in Lafayette, Louisiana. Elizabeth is a registered representative with both Series 7 and Series 63 licenses, as well as the Series 65 for investment advisory services. Elizabeth has been active in the industry since 2007 and has a strong track record of success in providing financial advice to individuals and families. Elizabeth has also held positions at Purshe Kaplan Sterling Investments and LPL Financial LLC. Elizabeth has a diverse background and is well-equipped to help 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.
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
LA
05/05/2023 - Present
Newedge Advisors (Lafayette LA)
LA
09/23/2015 - 05/05/2023
PURSHE KAPLAN STERLING INVESTMENTS (Lafayette LA)
LA
06/06/2007 - 08/25/2015
LPL FINANCIAL LLC (LAFAYETTE LA)
CA
08/18/2015 - 08/19/2015
MUTUAL SECURITIES, INC. (CAMARILLO CA)
BC
Issued 11/20/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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