Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Olszanowski is a financial advisor with Fidelity Personal And Workplace Advisors. Elizabeth has been in the industry for almost a decade, and is registered to provide investment advice in both Kentucky and Texas. Prior to joining Fidelity, Elizabeth worked at TD Ameritrade, Inc. and has experience in various financial roles, including working as a loan officer at AmeriHome Mortgage. Elizabeth holds Series 7, 7TO, 66, and SIE licenses and has extensive experience serving clients with various financial needs. Elizabeth is committed to 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.
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
KY
10/05/2023 - Present
Fidelity Personal AND Workplace Advisors (LOUISVILLE KY)
TX
05/17/2014 - 08/14/2014
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 07/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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