Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Lawless Davila is a financial advisor at Truist Advisory Services, Inc. based in McLean, VA. Elizabeth has been in the financial services industry since February 9, 2009, and has held a Series 6, Series 7, and Series 63 license. Elizabeth is also a Certified Financial Planner. Before joining Truist Advisory Services, Inc., Elizabeth worked at SunTrust Investment Services, Inc. and MetLife Securities Inc. Elizabeth's firm offers a variety of financial services, including financial planning, portfolio management, and publication of periodicals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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2
VA
11/02/2016 - Present
Truist Advisory Services, Inc. (MCLEAN VA)
VA
12/04/2012 - 03/05/2014
SUNTRUST INVESTMENT SERVICES, INC. (FAIRFAX CITY VA)
MA
03/23/2005 - 04/18/2007
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/23/2005 - 04/18/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NC
11/16/1994 - 02/11/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 09/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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