Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Wisdom is a financial advisor who has been in the industry since October 25, 2003. She is currently registered with Nationwide Investment Services Corp. and has previously been registered with Jefferson National Securities Corporation and J.J.B. Hilliard, W.L. Lyons, LLC. Elizabeth has a wide range of experience in the financial services industry, holding licenses for both securities and investment advisory activities. Elizabeth holds Series 7, 24, 53, and 63 licenses, as well as the SIE and Series 65 licenses.
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.
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2
OH
01/02/2019 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
OH
01/07/2013 - 01/02/2019
JEFFERSON NATIONAL SECURITIES CORPORATION (COLUMBUS OH)
KY
10/08/2003 - 12/19/2012
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
IA
Issued 11/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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