Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Ward is a Certified Financial Planner™ who has been in the financial services industry since 2007. Elizabeth is currently registered with Abacus Wealth Partners and has been with the firm since 2019. Before joining Abacus Wealth Partners, Elizabeth was with Multi-Financial Securities Corporation and worked as a financial advisor for over 3 years. Elizabeth has specialized in financial planning, portfolio management for individuals and businesses, and pension consulting. Elizabeth is also a licensed investment advisor representative in California, North Carolina, and Texas.
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.
Consulting services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
01/11/2023 - Present
Abacus Wealth Partners (Charlotte NC)
NC
06/18/2008 - 12/31/2011
MULTI-FINANCIAL SECURITIES CORPORATION (RALEIGH NC)
BOTH
Issued 08/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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