Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Gamez is an active investment advisor representative at Osaic Wealth, Inc. Elizabeth has been in the industry since July 7, 1997, and has experience with both brokerage and advisory services. Elizabeth is registered with the state of Texas as an Investment Advisor Representative, and California as an Investment Advisor Representative, and Broker. Elizabeth's primary business activities include portfolio management for individuals and businesses, as well as financial planning and educational seminars. Elizabeth provides services to individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (WRIGHTWOOD CA)
CA
03/30/2010 - 06/14/2024
SECURITIES AMERICA, INC. (WRIGHTWOOD CA)
CA
12/15/2004 - 04/12/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ONTARIO CA)
NY
08/06/1997 - 12/16/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 08/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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