Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth K. Souza is a financial advisor with over 20 years of experience in the industry. Elizabeth has a Series 6, 7, 63, and 65 licenses. She currently works with LPL Financial LLC and previously worked with Santander Securities LLC, IFMG Securities, Inc. and Rockland Trust Co. Elizabeth is registered to provide investment advice in 11 states. Elizabeth primarily works with individuals and corporations. Her specializations include retirement planning, college planning, wealth management, and estate planning. Elizabeth's office is located in West Wareham, MA.
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
MA
06/16/2022 - Present
LPL Financial LLC (WEST WAREHAM MA)
MA
09/19/2012 - 04/28/2014
SANTANDER SECURITIES LLC (NEW BEDFORD MA)
MA
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (BROOKLINE MA)
MA
02/26/2002 - 05/27/2008
IFMG SECURITIES, INC. (NEW BEDFORD MA)
IA
Issued 06/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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