Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Worthington is a financial advisor with over 10 years of experience in the industry. Elizabeth is currently registered with Osaic Wealth, Inc. Elizabeth has a strong track record of providing financial advice to individuals, families, and businesses. Elizabeth's areas of expertise include financial planning, investment management, and retirement planning. Elizabeth is committed to helping clients achieve their financial goals. Elizabeth is also licensed to sell life, disability, LTC and Medicare insurance.
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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2
NE
06/14/2024 - Present
Osaic Wealth, Inc. (LAVISTA NE)
CT
12/11/2018 - 06/14/2024
SECURITIES AMERICA, INC. (BROOKFIELD CT)
CT
11/30/2017 - 12/12/2018
QUESTAR CAPITAL CORPORATION (DANBURY CT)
CT
06/21/2017 - 12/13/2017
AMERITAS INVESTMENT CORP. (Newington CT)
CT
06/16/2016 - 06/21/2017
CCF INVESTMENTS, INC. (Newington CT)
CT
09/17/2013 - 06/03/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WESTPORT CT)
NY
12/11/2012 - 07/16/2013
1851 SECURITIES, INC (EAST GREENBUSH NY)
IA
Issued 09/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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