Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Albrecht is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in Fort Collins, CO. Elizabeth has been in the financial services industry since February 12, 2012. Elizabeth is licensed to provide securities and investment advisory services in 39 states. Elizabeth has been a registered representative of Wells Fargo Clearing Services, LLC since February 13, 2012 and is licensed to provide investment advisory services in Colorado and Texas. Elizabeth is a graduate of the University of Northern Colorado and has earned the Series 7, Series 66 and SIE licenses. In addition to her work at Wells Fargo Advisors Financial Network, LLC, Elizabeth is also a 5% owner of 5941 Company LLC, which is involved in real estate.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
05/09/2019 - Present
Wells Fargo Advisors Financial Network, LLC (FORT COLLINS CO)
CO
02/13/2012 - 05/09/2019
WELLS FARGO CLEARING SERVICES, LLC (FORT COLLINS CO)
BOTH
Issued 05/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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