Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Wagner is a financial advisor with over 35 years of experience in the industry. She has been registered with LPL Financial LLC since 1999 and holds a number of securities licenses, including Series 6, 7, 63, and 65. Elizabeth has previously worked at WINTERGREEN FINANCIAL GROUP, INC. and FIRST INVESTORS CORPORATION. Elizabeth focuses on providing financial planning, consulting and portfolio management services to individuals, businesses, and charitable organizations.
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 and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
03/30/1999 - Present
LPL Financial LLC (CHESAPEAKE VA)
NY
03/15/1996 - 06/20/1996
WINTERGREEN FINANCIAL GROUP, INC. (PORT WASHINGTON NY)
NJ
09/24/1987 - 03/15/1996
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 05/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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