Unclaimed
Elizabeth Keys Craddock is a financial advisor with over 10 years of experience in the industry. Elizabeth currently works at Wealthcare Advisory Partners LLC, where Elizabeth has been registered as an Investment Advisor Representative since January 2018. Elizabeth has previous experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Elizabeth is also a Notary Public for the state of Virginia. Elizabeth specializes in providing financial planning services to individuals, corporations and businesses, as well as charitable organizations and pension and profit-sharing plans. Elizabeth is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 66, Series 7 and SIE licenses.
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.
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
VA
01/24/2018 - Present
Wealthcare Advisory Partners LLC (Charlottesvile VA)
VA
10/23/2009 - 09/07/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTESVILLE VA)
VA
12/03/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTESVILLE VA)
BOTH
Issued 06/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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