Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Mahoney is a financial advisor with Stratos Wealth Partners, Ltd. Elizabeth has been in the financial industry since October 2003 and has held licenses in 30 states and 3 IA registrations. Elizabeth has earned the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination. Elizabeth has previously been employed by Wells Fargo Advisors, LLC and A.G. Edwards & Sons, Inc.. Stratos Wealth Partners, Ltd. is an independent investment advisor firm with offices in Beachwood, Ohio, Prescott, Arizona and Glendale, Arizona. The firm provides a variety of financial services including financial planning, portfolio management, and pension consulting.
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.
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.
Percentage of assets under management with third party managers
1
2
AZ
01/08/2016 - Present
Stratos Wealth Partners, Ltd. (Prescott AZ)
AZ
01/01/2008 - 01/08/2016
WELLS FARGO ADVISORS, LLC (PEORIA AZ)
AZ
10/09/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SURPRISE AZ)
BOTH
Issued 11/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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