Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Di re Hartley is a financial advisor with LPL Financial LLC. Elizabeth has been in the industry since 2002. Elizabeth specializes in providing financial planning and investment management services for individuals, families, and businesses. Elizabeth's experience and expertise, along with LPL's resources, can help you achieve your 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.
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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WA
03/22/2013 - Present
LPL Financial LLC (UNIVERSITY PLACE WA)
WA
03/13/2007 - 03/08/2013
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
WA
07/30/2002 - 11/30/2006
RUSSELL FUND DISTRIBUTORS, INC. PART OF RUSSELL INVESTMENT GROUP (TACOMA WA)
TX
02/12/2002 - 07/25/2002
STANFORD GROUP COMPANY (HOUSTON TX)
BOTH
Issued 06/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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