Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Meyer is a financial advisor at Wells Fargo Clearing Services, LLC, with experience in the industry since 2012. Elizabeth is registered with the state of Connecticut, as well as other states, and holds several licenses including Series 6, 7, and 66. Elizabeth has worked previously with KEY INVESTMENT SERVICES LLC and LPL FINANCIAL LLC. Elizabeth specializes in providing financial planning and investment advice to a variety of clients including individuals, corporations, and pension plans.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CT
01/05/2021 - Present
Wells Fargo Clearing Services, LLC (ORANGE CT)
CT
09/21/2016 - 01/11/2021
KEY INVESTMENT SERVICES LLC (OLD SAYBROOK CT)
CT
09/17/2012 - 09/21/2016
LPL FINANCIAL LLC (ORANGE CT)
BOTH
Issued 11/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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