Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Kristin Wavra is a financial professional with over 12 years of experience in the financial services industry. Elizabeth is currently registered with Charles Schwab & Co., Inc. in Lone Tree, Colorado. Previously, Elizabeth has worked with TD AMERITRADE, INC. and TD AMERITRADE CLEARING, INC. Elizabeth holds the Series 7, Series 63 and SIE licenses. Elizabeth specializes in investment advisory services for individuals and other advisory 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/22/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CA
12/24/2008 - 01/28/2021
TD AMERITRADE, INC. (SAN DIEGO CA)
NE
01/02/2015 - 02/03/2017
TD AMERITRADE CLEARING, INC. (OMAHA NE)
BC
Issued 09/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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