Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Swanson is an investment advisor representative with Osaic Wealth, Inc. Elizabeth has been in the industry for 4 years and is registered with the state of North Carolina. Elizabeth has been with Osaic Wealth, Inc. since June 2024. Previously, Elizabeth worked for Securities America, Inc. and Securities Service Network, LLC. Elizabeth provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Elizabeth is committed to helping her 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.
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.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (HAMPTON VA)
NC
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Winston Salem NC)
NC
09/10/2020 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Winston Salem NC)
BC
Issued 01/25/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Swanson is the right advisor for you? Invested Better is here to help.
