Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Costa is a financial advisor with Fidelity Brokerage Services LLC. Elizabeth has been in the financial services industry since 2006. Elizabeth holds the Series 6, 7 and 63 licenses as well as the SIE. Elizabeth is registered to sell securities in 39 states across the United States. Elizabeth is a highly experienced and licensed financial advisor with Fidelity Brokerage Services LLC.
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.
1
2
CA
08/19/2010 - Present
Fidelity Brokerage Services LLC (NEWPORT BEACH CA)
MA
07/31/2006 - 03/08/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
BC
Issued 11/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Elizabeth Costa is the right advisor for you? Invested Better is here to help.
