Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Witzel is a financial advisor at Cetera Investment Advisers LLC in Madison, Wisconsin. Elizabeth has been in the financial services industry since November 6, 2014. She specializes in providing financial planning and portfolio management services to individuals and businesses. Elizabeth holds the Series 6, 7, 63, 66 and 24 licenses and has been registered with the state of Wisconsin and Texas. In addition, Elizabeth is a licensed insurance agent in Minnesota.
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.
1
2
WI
08/10/2023 - Present
Cetera Investment Advisers LLC (MADISON WI)
WI
11/06/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MADISON WI)
WI
11/06/2014 - 10/20/2021
CRI SECURITIES, LLC (MADISON WI)
BOTH
Issued 12/4/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/23/2021
Series 24 - General Securities Principal Examination
BC
Issued 7/1/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/6/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Witzel is the right advisor for you? Invested Better is here to help.
