Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Campana is a financial advisor with Ballentine Partners, a firm that has been serving clients since 2003. Elizabeth has been with Ballentine Partners since 2021 and has a strong background in the financial industry. Elizabeth is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 66 securities licenses. Elizabeth specializes in providing financial planning, portfolio management, and other services to high-net-worth individuals, charitable organizations, and pooled investment vehicles.
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.
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.
Project fees
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2
MA
07/21/2021 - Present
Ballentine Partners (Waltham MA)
NY
10/21/2008 - 10/19/2009
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
BOTH
Issued 11/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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