Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Winstedt is a financial advisor at Cetera Investment Advisers LLC. Elizabeth has been a financial advisor for over 24 years and has a Series 7, Series 6, Series 62, Series 63, and Series 65 license. Elizabeth is a Certified Financial Planner and specializes in financial planning, pension consulting, and portfolio management. Elizabeth is also a co-financial secretary for the Community of Faith United Methodist Church in Herndon, Virginia.
HERNDON, VA
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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VA
03/03/2010 - Present
Cetera Investment Advisers LLC (HERNDON VA)
TX
09/29/1998 - 10/21/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 2/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/4/2012
Series 7 - General Securities Representative Examination
BC
Issued 2/6/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 9/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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