Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Nelson is a financial advisor with Brookfield Oaktree Wealth Solutions LLC. Elizabeth has been in the industry since 1999 and holds the Series 7, Series 79TO, and SIE licenses. Elizabeth has experience with a range of firms including Invesco Distributors, Inc. and Van Kampen Funds Inc.
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.
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.
1
2
IL
01/03/2023 - Present
Brookfield Oaktree Wealth Solutions LLC (Chicago IL)
IL
06/01/2010 - 11/07/2022
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
IL
07/27/2000 - 06/01/2010
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
IL
03/25/1999 - 12/03/1999
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
IL
05/05/1997 - 06/04/1997
FIRST CHICAGO CAPITAL MARKETS, INC. (CHICAGO IL)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Nelson is the right advisor for you? Invested Better is here to help.
