Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Windisch is a financial advisor with over 20 years of experience in the industry. Elizabeth is a Certified Financial Planner™ professional and has been registered with the Securities and Exchange Commission (SEC) since 2004. Currently, Elizabeth is registered with GPS Wealth Strategies Group, LLC, an independent investment advisor firm, and has been with them since March 2018. Previously, Elizabeth was registered with Cetera Advisor Networks LLC, Girard Securities, Inc., Wedbush Securities Inc., NPB Financial Group, LLC, World Equity Group, Inc., Fifth Third Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and VALIC Financial Advisors, Inc. Elizabeth is also registered with the states of Colorado, Maine, and Arizona. Elizabeth specializes in providing financial planning, consulting, and portfolio management for individuals and businesses. Elizabeth has experience working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
A percentage of the total value of assets under management is charged.
1
2
CO
03/26/2018 - Present
GPS Wealth Strategies Group, LLC (Denver CO)
CO
11/01/2017 - 03/19/2018
CETERA ADVISOR NETWORKS LLC (HIGHLANDS RANCH CO)
CO
05/14/2014 - 11/01/2017
GIRARD SECURITIES, INC. (HIGHLANDS RANCH CO)
CO
09/30/2010 - 06/13/2013
WEDBUSH SECURITIES INC. (DENVER CO)
CO
02/08/2010 - 09/21/2010
NPB FINANCIAL GROUP, LLC (GREENWOOD VILLAGE CO)
IL
02/25/2009 - 01/12/2010
WORLD EQUITY GROUP, INC. (CHICAGO IL)
IL
10/31/2007 - 02/20/2009
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
10/04/2006 - 09/25/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
03/02/2004 - 08/29/2006
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
BOTH
Issued 03/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Windisch is the right advisor for you? Invested Better is here to help.
