Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Akin is a financial advisor with Wells Fargo Clearing Services, LLC. Elizabeth has been working in the financial industry since 1997 and holds a variety of licenses and registrations. Elizabeth is a licensed Series 3, 7, and 63 representative and has earned the SIE designation. Elizabeth is registered in multiple states including Kentucky, Texas, California, and Wisconsin, among many others. Elizabeth has experience working with a variety of clients including individuals, businesses, corporations, insurance companies, and charitable organizations. Elizabeth has also worked as a trustee for both her father's and grandmother's trusts.
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
KY
09/07/2018 - Present
Wells Fargo Clearing Services, LLC (PADUCAH KY)
KY
09/16/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PADUCAH KY)
NA
07/21/1998 - 07/24/1998
A. G. EDWARDS & SONS, INC.
NY
03/22/1995 - 08/14/1996
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2015
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1995
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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