Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Duncan is a financial advisor with First Citizens Investor Services, Inc. in Moncks Corner, SC. Elizabeth has been in the financial industry since June 2024. Elizabeth has a Series 63, SIE, and Series 6TO licenses. She is registered with the state of South Carolina. First Citizens Investor Services, Inc. is a financial advisory firm that provides portfolio management for individuals and businesses, as well as financial planning services.
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.
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.
1
2
SC
06/11/2024 - Present
First Citizens Investor Services, Inc. (Moncks Corner SC)
BC
Issued 06/28/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Duncan is the right advisor for you? Invested Better is here to help.
