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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Norris Jones is a financial advisor at Fidelity Personal And Workplace Advisors. Elizabeth Jones has over 5 years of experience in the financial services industry. Elizabeth Jones is registered to provide investment advice in 15 states. Elizabeth Jones holds the Series 63, Series 66, Series 7, and Series 24 licenses. Elizabeth Jones also holds the SIE designation. Elizabeth Jones is a Certified Financial Planner. Elizabeth Jones specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Elizabeth Jones's current employer, Fidelity Personal And Workplace Advisors, is a large firm with over $1 trillion in assets under management. Fidelity Personal And Workplace Advisors provides a wide range of financial services, including investment management, financial planning, and retirement planning.
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.
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
SC
07/21/2023 - Present
Fidelity Personal AND Workplace Advisors (HILTON HEAD ISLAND SC)
NC
08/04/2017 - 05/03/2023
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 09/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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