Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Lauren Ashley is an investment advisor representative associated with Osaic Wealth, Inc. Elizabeth has been in the industry since April 2021, working for Securities America, Inc. in Oak Park, MI, prior to joining Osaic Wealth, Inc.. Elizabeth holds the Series 7TO, SIE, and Series 66 licenses and has been registered in Michigan as well as several other states including California, Florida, Georgia, Illinois, South Carolina, South Dakota, Texas, and Washington. Elizabeth offers a variety of financial services to individuals and businesses, including financial planning, portfolio management, pension consulting, and educational seminars. Elizabeth also participates in other business activities related to life insurance and securities trading.
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
MO
06/14/2024 - Present
Osaic Wealth, Inc. (Kansas City MO)
MI
04/13/2021 - 06/14/2024
SECURITIES AMERICA, INC. (OAK PARK MI)
BOTH
Issued 07/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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