Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Patrick is a financial advisor with Osaic FA, Inc. Elizabeth has been in the industry since 2007. Elizabeth has experience in the financial services industry, with a focus on investments, financial planning, and retirement planning. Elizabeth is a registered representative with FINRA and holds the Series 6, Series 7, and Series 63 licenses. Elizabeth is also a registered investment advisor in Pennsylvania. Prior to joining Osaic FA, Inc., Elizabeth worked at Lincoln Financial Distributors, Inc. and Directed 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Retirement plan consulting services provided on a limited basis.
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
PA
04/23/2014 - Present
Osaic FA, Inc. (RADNOR PA)
PA
07/23/2008 - 04/24/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
02/06/2007 - 07/07/2008
DIRECTED SERVICES LLC (WEST CHESTER PA)
BC
Issued 03/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Patrick is the right advisor for you? Invested Better is here to help.
