Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Espitia is a registered representative of Fidelity Personal And Workplace Advisors with over 2 years of experience in the financial industry. Elizabeth is also a Registered Investment Advisor in the state of Texas and has been registered in Massachusetts, Utah, and Texas. Elizabeth holds the Series 63, 66, 7TO, 9, and 10 licenses. Elizabeth specializes in a wide range of services including portfolio management for businesses, individuals, and investment companies, as well as financial planning and educational seminars.
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.
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
TX
12/17/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 10/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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