Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Erin Drury is a financial advisor with over 5 years of experience in the financial services industry. Elizabeth is a Certified Financial Planner™ professional and holds the Series 7, Series 66 and SIE licenses. She has a strong background in providing comprehensive financial planning services to individuals, businesses, and charitable organizations. Elizabeth specializes in retirement planning, investment management, insurance, and estate planning. She is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals. Elizabeth currently works at J.W. Cole Advisors, Inc. Elizabeth has previously worked at Ferree and Dusko Insurance, Brightwood College, 1st Signature Lending, LLC, and Beck Financial Strategies.
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.
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.
Hourly & fixed rate consulting
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.
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2
IN
07/24/2019 - Present
J. W. Cole Advisors, Inc. (Indianapolis IN)
BOTH
Issued 07/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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