Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Sadwick is a Registered Representative with Ascensus Investment Advisors, LLC. Elizabeth has been working in the financial services industry since December 21, 2011 and has Series 7 and Series 66 licenses. She has previous experience at Race Rock Capital LLC and Aspen River Securities, LLC. Elizabeth specializes in portfolio management for pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans
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.
A percentage of the total value of assets under management is charged.
Percentage of program management fee and percentage of aua
1
2
MA
03/07/2018 - Present
Ascensus Investment Advisors, LLC (NEWTON MA)
MA
01/03/2014 - 11/03/2015
RACE ROCK CAPITAL LLC (WINCHESTER MA)
GA
12/22/2011 - 04/09/2012
ASPEN RIVER SECURITIES, LLC (CARTERSVILLE GA)
BOTH
Issued 03/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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