Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Bradshaw is a financial advisor with Ameriprise Financial Services, LLC based in Lebanon, KY. Elizabeth has been in the financial services industry since 2002 and holds Series 6 and 63 securities licenses. Elizabeth has worked for several firms throughout her career, including Investment Professionals, Inc. and FNBB Capital Markets, LLC. Elizabeth's current firm, Ameriprise Financial Services, LLC, offers a range of services, including financial planning, portfolio management for individuals and businesses, educational seminars, and publication of periodicals.
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.
Asset allocation services
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
KY
09/11/2018 - Present
Ameriprise Financial Services, LLC (Lebanon KY)
KY
05/15/2013 - 09/11/2018
INVESTMENT PROFESSIONALS, INC. (LEBANON KY)
KY
07/26/2006 - 05/15/2013
FNBB CAPITAL MARKETS, LLC (LEBANON KY)
KY
04/05/2002 - 07/21/2006
WINEBRENNER CAPITAL PARTNERS, LLC (LOUISVILLE KY)
BC
Issued 08/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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