Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Vallone is an investment advisor representative with Bay Colony Advisors and Essential Asset Management, LLC. Elizabeth has been in the industry for over 20 years. Elizabeth is registered with the state of Massachusetts and Texas as an Investment Advisor Representative. Elizabeth is also a Series 6, 7, 63, 65, and 66 licensed representative. Elizabeth has experience working with high net worth individuals, corporations, and pension plans. Elizabeth focuses on providing financial planning, portfolio management and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
Platform fee from sub-advisers
1
2
MA
02/23/2023 - Present
BAY Colony Advisors (NORWELL MA)
MA
06/09/2005 - 09/10/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOSTON MA)
RI
07/02/2003 - 05/31/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
09/07/2000 - 07/02/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 05/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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