Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Pollard is a financial advisor with over 20 years of experience in the industry. Elizabeth is registered with Davenport & Co. LLC and has a Series 6, 7, 24, 63, and 65 licenses. Elizabeth also holds the Certified Financial Planner designation. Elizabeth's professional experience includes roles at Fifth Third Securities, Inc. and Park Avenue Securities LLC. Elizabeth specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
09/18/2006 - Present
Davenport & Co. LLC (RICHMOND VA)
CA
05/16/2006 - 09/26/2006
PARK AVENUE SECURITIES LLC (FRESNO CA)
CA
06/12/2002 - 05/08/2006
PARK AVENUE SECURITIES LLC (FRESNO CA)
OH
03/27/1999 - 01/02/2002
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
11/09/1998 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
KS
06/08/1998 - 09/10/1998
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 10/05/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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