Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Bennett is a financial advisor with over 14 years of experience in the financial services industry. Elizabeth holds a Series 7, Series 24, and Series 66 licenses, as well as the SIE designation. Elizabeth is also a Certified Financial Planner. Elizabeth is currently registered with J. W. Cole Advisors, Inc. and Chesapeake Financial Planning. Elizabeth specializes in providing financial planning, portfolio management, and educational seminars. Elizabeth has a strong track record of helping 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.
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.
Hourly & fixed rate consulting
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
MD
02/14/2024 - Present
J. W. Cole Advisors, Inc. (Annapolis MD)
MD
01/31/2018 - 02/16/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Annapolis MD)
MD
09/26/2014 - 02/02/2018
SAGEPOINT FINANCIAL, INC. (ANNAPOLIS MD)
MD
08/26/2013 - 10/02/2014
NATIONAL PLANNING CORPORATION (OCEAN CITY MD)
PA
01/04/2012 - 11/19/2012
PNC INVESTMENTS (PHILADELPHIA PA)
NJ
11/10/2008 - 01/18/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MT. LAUREL NJ)
BOTH
Issued 12/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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