Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Courtney has been in the financial services industry since 2007. Elizabeth is currently registered with J.W. Cole Advisors, Inc. in Florida. She has previously worked with AXA ADVISORS, LLC, VALIC FINANCIAL ADVISORS, INC. and LPL FINANCIAL LLC. Elizabeth has a Series 7 and Series 66 license, and also holds the SIE designation. Elizabeth has a number of specializations, including Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisors. Elizabeth is also involved in a number of other activities outside of her work, including serving as a member of the Economic Development Commission of Florida's Space Coast and facilitating the Financial Peace University at Church at Viera. Elizabeth is a valuable resource for her clients, and she is committed to providing them with the highest level of service.
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
FL
11/09/2017 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
04/06/2015 - 11/15/2017
AXA ADVISORS, LLC (ROCKLEDGE FL)
FL
06/02/2011 - 04/09/2015
VALIC FINANCIAL ADVISORS, INC. (ORLANDO FL)
FL
04/29/2009 - 06/10/2011
LPL FINANCIAL LLC (INDIAN HARBOUR BEACH FL)
FL
10/12/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (MELBOURNE FL)
BOTH
Issued 12/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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