Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Janean Warner is a financial advisor with over 14 years of experience in the financial services industry. Elizabeth is currently registered with LPL Financial LLC and has a Series 7, Series 24, Series 52TO, Series 53 and Series 99TO license. Elizabeth has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. Elizabeth has a deep commitment to helping her clients achieve their financial goals, and she is passionate about providing them with the knowledge and resources they need to make informed decisions about their finances. Elizabeth has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. Elizabeth has worked with a wide range of clients, including individuals, families, and businesses. She is experienced in providing financial planning, investment management, and retirement planning services. Elizabeth's clients appreciate her ability to explain complex financial concepts in a clear and concise way.
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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2
CA
01/18/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
IA
08/18/2009 - 12/26/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 12/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/25/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/18/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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