Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Vinson is a financial advisor with over 20 years of experience in the industry. Elizabeth is currently registered with Fidelity Brokerage Services LLC and has previously been registered with U.S. Bancorp Investments, Inc., LPL Financial LLC, First Clearing, LLC, Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, and Edward Jones. Elizabeth holds licenses including Series 63, 65, 7, 9, 10, 24, and SIE. Elizabeth also has a designation as an Investment Banking Registered Representative, as evidenced by Series 79TO.
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.
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2
KY
04/26/2022 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
MO
01/29/2016 - 04/11/2022
U.S. BANCORP INVESTMENTS, INC. (LAKE SAINT LOUIS MO)
MO
10/08/2015 - 02/03/2016
LPL FINANCIAL LLC (WENTZVILLE MO)
MO
06/01/2012 - 09/30/2015
U.S. BANCORP INVESTMENTS, INC. (SAINT CHARLES MO)
MO
08/03/2011 - 06/06/2012
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
08/03/2011 - 06/06/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
08/03/2011 - 06/06/2012
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
08/18/2006 - 07/18/2011
EDWARD JONES (ST LOUIS MO)
MO
09/21/2005 - 08/08/2006
PFIC SECURITIES CORPORATION (MOBERLY MO)
TX
12/13/2004 - 09/21/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MO
08/11/2003 - 12/10/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/14/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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