Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Bartlett is an experienced financial advisor who has been in the industry since 2012. She holds Series 63, 66 and 24 licenses and has worked for Sofi Wealth LLC since August 2021. Elizabeth's previous employment experience includes time with TD Ameritrade, where she served in various roles. She is passionate about helping individuals and families 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
08/22/2022 - Present
Sofi Wealth LLC (SAN FRANCISCO CA)
NE
01/05/2021 - 04/20/2021
TD AMERITRADE, INC. (OMAHA NE)
NE
03/01/2010 - 01/15/2019
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 06/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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