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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 Belisle is a financial advisor at J. W. Cole Advisors, Inc. in MESA, AZ. Elizabeth has been in the financial services industry since 1995 and has a strong track record of providing comprehensive financial advice to her clients. Elizabeth is dedicated to helping individuals and families achieve their financial goals. She has a deep understanding of the financial markets and a commitment to providing personalized service. In addition to her work at J. W. Cole Advisors, Inc., Elizabeth is also the owner of EB Pottery, a pottery sales company. Elizabeth is a Certified Financial Planner and holds the Series 6, 7, 24, 63, and 65 licenses. 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.
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.
Hourly & fixed rate consulting
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
AZ
07/15/2015 - Present
J. W. Cole Advisors, Inc. (MESA AZ)
AZ
07/09/2007 - 07/08/2015
COMMONWEALTH FINANCIAL NETWORK (MESA AZ)
AZ
06/03/2004 - 07/26/2007
MULTI-FINANCIAL SECURITIES CORPORATION (MESA AZ)
FL
09/05/2003 - 06/07/2004
J.W. COLE FINANCIAL, INC. (TAMPA FL)
FL
06/21/2000 - 09/05/2003
JONATHAN ROBERTS FINANCIAL GROUP, INC. (TAMPA FL)
TX
01/25/1995 - 06/23/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IA
Issued 01/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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