Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Lobaccaro is a registered investment advisor representative with Osaic Wealth, Inc. located in Garden City, NY. Elizabeth has been in the financial industry since 2019 and has a background in finance and customer service. Elizabeth holds multiple licenses and certifications including the Series 7, Series 63, and Series 66, and the SIE exam. Elizabeth works with individuals, high-net-worth individuals, corporations, and businesses. Elizabeth offers a range of financial services including financial planning, investment management, and portfolio management. Elizabeth also has a strong understanding of retirement planning, insurance, and estate planning.
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.
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2
NY
05/17/2021 - Present
Osaic Wealth, Inc. (GARDEN CITY NY)
BOTH
Issued 05/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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