Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Kenton Brown is a financial advisor with over 12 years of experience in the financial services industry. Elizabeth is currently registered with Fidelity Personal And Workplace Advisors in Merrimack, NH. Elizabeth has previously worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, BB&T SECURITIES, LLC, FIDELITY BROKERAGE SERVICES LLC, and VANGUARD MARKETING CORPORATION.
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.
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2
NH
07/26/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NC
05/10/2018 - 05/19/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Charlotte NC)
NC
02/27/2018 - 04/27/2018
BB&T SECURITIES, LLC (CHARLOTTE NC)
NC
02/24/2015 - 02/27/2018
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
NC
10/06/2008 - 02/11/2015
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 07/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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