Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Lannon Clark is an investment advisor representative at Heritage Financial LLC with over 13 years of experience in the financial industry. Elizabeth holds Series 6, 7, 63, 65 and 66 licenses and is registered in Virginia and Texas. Elizabeth has previously worked with The Strategic Financial Alliance, Inc. and Pacific West Securities, Inc. Elizabeth is committed to providing personalized financial advice and services to individuals and families. Elizabeth specializes in financial planning, portfolio management and selection of other advisors. Elizabeth’s clients include high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Elizabeth is also a member of Intelligent Back Office Solutions, LLC, a non-investment related company.
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.
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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VA
10/20/2016 - Present
Heritage Financial LLC (GAINESVILLE VA)
VA
12/15/2015 - 12/31/2017
THE STRATEGIC FINANCIAL ALLIANCE, INC. (GAINESVILLE VA)
VA
04/03/2009 - 04/01/2011
PACIFIC WEST SECURITIES, INC. (MCLEAN VA)
KS
12/08/2006 - 01/02/2008
AMERICAN FAMILY SECURITIES, LLC (WICHITA KS)
BOTH
Issued 05/05/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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