Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Gassner has over 18 years of experience in the financial services industry. Elizabeth is a Registered Representative and Investment Advisor Representative with Fidelity Personal And Workplace Advisors, where she has been employed since July 2018. Elizabeth previously worked at AXA Advisors, LLC from February 2004 to January 2006. Elizabeth is registered with FINRA and holds the Series 7, 9, 10, and 66 licenses, and the SIE exam. Elizabeth is also licensed to provide advisory services in Florida, Massachusetts, Nevada, Texas, and Utah. Elizabeth is an active member of the community and serves as President of the Palm Valley Academy PTO. Elizabeth specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Elizabeth is committed to providing her clients with personalized financial advice and guidance.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
02/19/2004 - 01/13/2006
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 08/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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