Unclaimed
Elizabeth Hawkins is a financial advisor with Osaic Wealth, Inc. Elizabeth has been in the financial industry for over 20 years. She has a strong understanding of the financial markets and is dedicated to providing her clients with personalized financial advice. Elizabeth holds Series 66, Series 63, Series 24, SIE, and Series 7 licenses and is registered with the state of Arizona and California. Her specialties include financial planning, portfolio management, pension consulting, and selection of other advisors. Elizabeth is committed to helping her clients achieve their financial goals.
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
AZ
06/04/2014 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
06/04/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
08/27/2014 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
12/20/2007 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
AZ
04/14/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
04/16/2004 - 12/31/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
TX
02/16/2001 - 11/06/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 08/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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