Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Blackburn is a financial advisor with Cetera Investment Advisers LLC in Ocala, FL. Elizabeth has been in the industry since September 19, 2018 and has a Series 66, SIE and Series 7 license. Elizabeth also holds registrations in several states, including Florida, Georgia, Michigan, North Carolina, Pennsylvania, and Texas. Elizabeth also has experience with OSAIC INSTITUTIONS, INC. and COMMUNITY BANK & TRUST OF FLORIDA. Elizabeth is a financial advisor who provides financial planning, portfolio management for businesses and individuals, and pension consulting. Elizabeth's other business activities include providing Medicare solutions for clients aged 65 and older through Sensible Insurance Solutions, as well as providing financial services through Sensible Financial Solutions.
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.
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.
1
2
FL
05/31/2024 - Present
Cetera Investment Advisers LLC (OCALA FL)
FL
09/20/2018 - 06/03/2024
OSAIC INSTITUTIONS, INC. (Ocala FL)
BOTH
Issued 11/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Blackburn is the right advisor for you? Invested Better is here to help.
