Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Clendenin is a financial advisor with over 10 years of experience in the industry. Elizabeth is currently registered with Wells Fargo Clearing Services, LLC and has been associated with the firm since January 2011. Prior to that, Elizabeth was registered with WELLS FARGO INVESTMENTS, LLC from December 2009 to January 2011. Elizabeth holds multiple licenses and certifications including Series 7, Series 9, Series 10, Series 66 and SIE, which allows her to offer a wide range of financial services to her clients. Elizabeth's areas of specialization include investments, financial planning, pension consulting and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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
MN
01/21/2014 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
12/18/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
BOTH
Issued 04/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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