Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Joseph is a financial advisor with over 18 years of experience in the financial services industry. Elizabeth has been registered with the Securities and Exchange Commission since 2004 and holds a Series 6, 7, 63, and 65 licenses. She is currently employed with LPL Financial LLC. Elizabeth has previously worked with BB&T Securities, LLC, BB&T Investment Services, Inc., Capital One Investment Services LLC, SunTrust Investment Services, Inc., Navy Federal Brokerage Services, LLC, CUNA Brokerage Services, Inc., Fidelity Brokerage Services LLC, and Chevy Chase Financial Services.
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.
1
2
MD
10/02/2024 - Present
LPL Financial LLC (BOWIE MD)
MD
02/22/2019 - 05/16/2022
CUNA BROKERAGE SERVICES, INC. (Rockville MD)
VA
01/02/2018 - 08/13/2018
BB&T SECURITIES, LLC (ARLINGTON VA)
VA
01/14/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ARLINGTON VA)
VA
09/15/2011 - 06/25/2014
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
MD
09/09/2009 - 09/13/2011
SUNTRUST INVESTMENT SERVICES, INC. (MARLOW HEIGHTS MD)
DC
07/03/2006 - 08/27/2009
NAVY FEDERAL BROKERAGE SERVICES, LLC (WASHINGTON DC)
VA
03/20/2006 - 07/03/2006
CUNA BROKERAGE SERVICES, INC. (VIENNA VA)
RI
07/28/2005 - 11/08/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MD
02/18/2004 - 06/06/2005
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
IA
Issued 09/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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