Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Wilson is a financial advisor with Horizon Wealth Advisors in LAKEWOOD RANCH, FL. Elizabeth has been in the financial services industry for over 30 years and holds the Series 7, 24 and 65 licenses, as well as the Certified Financial Planner designation. Elizabeth's prior experience includes roles at COMERICA SECURITIES, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, VISION INVESTMENT SERVICES, INC., NORTHERN TRUST SECURITIES, INC., and SOUTHEAST BANK BROKERAGE SERVICE, INC. Elizabeth specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/04/2015 - Present
Horizon Wealth Advisors (LAKEWOOD RANCH FL)
FL
04/17/2009 - 12/10/2013
COMERICA SECURITIES (SARASOTA FL)
FL
08/04/2006 - 04/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
FL
03/02/2000 - 08/07/2006
VISION INVESTMENT SERVICES, INC. (SARASOTA FL)
FL
05/23/1991 - 08/07/2006
NORTHERN TRUST SECURITIES, INC. (SARASOTA FL)
NA
11/21/1988 - 04/22/1991
SOUTHEAST BANK BROKERAGE SERVICE, INC.
NA
10/31/1986 - 09/27/1988
NORTHERN TRUST BROKERAGE, INC.
IA
Issued 10/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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