Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Wilson is a financial advisor with Rockefeller Financial LLC and has been in the industry since 1989. Elizabeth holds a Series 6, 7, 22, 24, 26 and SIE license. Elizabeth is registered with the state of Tennessee and Texas. Elizabeth has worked with TRUIST INVESTMENT SERVICES, INC., BB&T SECURITIES, LLC, LPL FINANCIAL LLC and FIRSTTRUST MONEY SERVICES, INC. in the past.
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.
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
TN
12/03/2021 - Present
Rockefeller Financial LLC (Franklin TN)
TN
02/17/2021 - 12/04/2021
TRUIST INVESTMENT SERVICES, INC. (NASHVILLE TN)
VA
08/14/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TN
06/15/1998 - 08/27/2018
LPL FINANCIAL LLC (FRANKLIN TN)
TN
11/08/1989 - 06/23/1998
FIRSTTRUST MONEY SERVICES, INC. (FRANKLIN TN)
BC
Issued 11/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 11/04/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/07/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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