Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Johns is a financial professional with over 20 years of experience in the financial services industry. Elizabeth is currently registered with Wells Fargo Advisors Financial Network, LLC and is a Registered Representative (RA) in Pennsylvania. Elizabeth is a strong advocate for her clients and helps individuals and families achieve their financial goals. Elizabeth provides a wide range of financial services including investment consulting, financial planning and portfolio management.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
10/08/2021 - Present
Wells Fargo Advisors Financial Network, LLC (DUNCANSVILLE PA)
PA
03/20/2015 - 10/08/2021
WELLS FARGO CLEARING SERVICES, LLC (HOLLIDAYSBURG PA)
PA
12/05/2013 - 08/21/2014
MWA FINANCIAL SERVICES INC. (State College PA)
PA
01/01/2004 - 12/12/2011
PNC INVESTMENTS (STATE COLLEGE PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
07/23/1998 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
05/14/1998 - 07/02/1998
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 04/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/06/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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