Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Bertelsen is a financial advisor with Accurate Wealth Management, LLC. Elizabeth is a registered representative with FINRA and has been in the industry since 1994. Elizabeth is a financial planner and offers investment advice. Elizabeth holds a Series 63, Series 65, Series 7, and SIE licenses. Elizabeth's background is in insurance and she offers insurance products as well as fixed annuities. Elizabeth has been a Registered Investment Advisor since 2019.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
08/24/2023 - Present
Accurate Wealth Management, LLC (WESLEY CHAPEL FL)
FL
04/22/2019 - 09/04/2019
INTERVEST INTERNATIONAL EQUITIES CORPORATION (Sarasota FL)
FL
06/14/2013 - 04/17/2019
G.F. INVESTMENT SERVICES, LLC (Sarasota FL)
FL
12/19/2008 - 06/18/2013
RAYMOND JAMES & ASSOCIATES, INC. (SARASOTA FL)
FL
02/21/2006 - 12/23/2008
CITIGROUP GLOBAL MARKETS INC. (SARASOTA FL)
MD
06/25/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
FL
03/03/1994 - 07/17/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 04/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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