Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Mae Fisher is an active investment advisor representative with Prospera Financial Services, Inc. Elizabeth has been in the industry since October 2004. Elizabeth has a combined total of 3 exam licenses with FINRA. Elizabeth's certifications include the Series 7, Series 66 and SIE. Elizabeth has worked with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Elizabeth is currently registered in Florida as an Investment Advisor Representative. Elizabeth has been licensed to provide services to individuals, high-net-worth individuals, businesses, pension and profit sharing plans, corporations, pooled investment vehicles and charitable organizations. Elizabeth's firm, Prospera Financial Services, Inc., is based in Dallas, Texas. Prospera Financial Services, Inc. is an SEC-registered Investment Advisor, a Registered Investment Advisor and an insurance firm. Prospera Financial Services, Inc. has reported assets under management of over $9.8 billion.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
FL
04/10/2023 - Present
Prospera Financial Services, Inc. (Punta Gorda FL)
FL
09/18/2014 - 03/27/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PUNTA GORDA FL)
FL
01/01/2008 - 09/18/2014
WELLS FARGO ADVISORS, LLC (PUNTA GORDA FL)
FL
10/14/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORT CHARLOTTE FL)
BOTH
Issued 11/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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