Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Gunn is a financial advisor with LPL Financial LLC. Elizabeth has been in the industry since April 1997 and has a strong background in securities and investment advisory services. Elizabeth is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 24 and Series 63 licenses. Elizabeth is also registered in several states across the United States. Elizabeth specializes in various financial services, including investment management, retirement planning, college savings, and insurance. Prior to joining LPL Financial LLC, Elizabeth worked for ESSEX NATIONAL SECURITIES, INC., PFIC SECURITIES CORPORATION and FISERV INVESTOR SERVICES, INC..
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
08/28/2008 - Present
LPL Financial LLC (HICKSVILLE NY)
NY
06/21/2006 - 09/02/2008
ESSEX NATIONAL SECURITIES, INC. (FRESH MEADOWS NY)
NY
10/05/2005 - 06/21/2006
PFIC SECURITIES CORPORATION (JERICHO NY)
TX
04/16/1997 - 10/05/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BC
Issued 05/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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