Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Salmon-osbon is an Investment Advisor Representative with Osaic Wealth, Inc., and has been in the industry since July 2002. Elizabeth is based in Scottsdale, Arizona, and has been registered with FINRA since November 2018. She is a registered representative and investment advisor in Florida. Elizabeth offers a variety of advisory services, including financial planning, portfolio management, and selection of other advisors. She is licensed to work with individuals, businesses, and other investment advisors. Elizabeth's primary focus is on providing personalized financial advice to help clients achieve their financial goals.
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
AZ
11/02/2018 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/03/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/03/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
FL
11/21/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
11/21/2018 - 11/03/2023
FSC SECURITIES CORPORATION (ST. PETERSBURG FL)
FL
11/21/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ST. PETERSBURG FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)
FL
07/22/2002 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
IA
Issued 07/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 12/04/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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