Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Jameson armstrong is a financial advisor with Truist Advisory Services, Inc. Elizabeth has been in the financial services industry since 2005 and holds Series 6, 7, 63, and 66 licenses. Elizabeth has experience working with individuals and families, small businesses, and retirement plans. Elizabeth offers a variety of financial services including financial planning, portfolio management, and educational seminars.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
04/13/2020 - Present
Truist Advisory Services, Inc. (CASSELBERRY FL)
FL
06/04/2007 - 12/05/2012
WELLS FARGO ADVISORS, LLC (SATELLITE BEACH FL)
FL
07/27/2005 - 05/15/2007
WM FINANCIAL SERVICES, INC. (MELBOURNE FL)
BOTH
Issued 03/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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