Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Lorson is a financial advisor with Fidelity Personal and Workplace Advisors. Elizabeth has been in the financial services industry since 2017. Prior to joining Fidelity Personal and Workplace Advisors, Elizabeth worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and USAA Financial Advisors, Inc. Elizabeth is registered with the following securities authorities: Series 66, SIE, Series 7. Elizabeth is licensed in 53 states. Elizabeth is a musician, playing crystal singing bowls for weddings, events, and meditation sessions. Elizabeth is also a registered investment advisor in Arizona and Texas.
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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AZ
07/01/2021 - Present
Fidelity Personal AND Workplace Advisors (SCOTTSDALE AZ)
AZ
06/18/2019 - 04/28/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
11/28/2017 - 02/15/2019
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
03/15/2017 - 09/20/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 04/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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