Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Updike is an investment advisor representative at Osaic Wealth, Inc. based in Vienna, VA. Elizabeth has been working in the financial industry since 1986. Elizabeth holds Series 7, 63 and 66 licenses and has been registered with the SEC and FINRA since 2025.
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.
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VA
01/24/2025 - Present
Osaic Wealth, Inc. (VIENNA VA)
VA
01/09/2015 - 10/29/2021
WELLS FARGO CLEARING SERVICES, LLC (HERNDON VA)
VA
09/18/2013 - 01/09/2015
BB&T INVESTMENT SERVICES, INC. (HAMILTON VA)
VA
03/27/2013 - 09/17/2013
MML INVESTORS SERVICES, LLC (FAIRFAX VA)
MI
05/14/2012 - 11/21/2012
W R RICE FINANCIAL SERVICES, INC. (BAY CITY MI)
MN
11/08/2010 - 04/02/2012
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
11/10/2008 - 11/01/2010
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
VA
06/11/2002 - 09/03/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
PA
07/20/2001 - 02/20/2002
DIRECTED SERVICES, INC. (WEST CHESTER PA)
CT
10/14/1998 - 07/26/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CA
09/08/1998 - 11/13/1998
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
ME
10/11/1996 - 05/19/1998
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
PA
08/15/1995 - 10/16/1996
DIRECTED SERVICES, INC. (WEST CHESTER PA)
NY
01/04/1991 - 04/05/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
PA
02/03/1988 - 10/30/1990
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
NA
01/08/1986 - 02/08/1988
CHUBB SECURITIES CORPORATION
NA
08/21/1984 - 11/06/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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