Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth McClelland is a financial advisor with Benjamin F. Edwards & Company, Inc. located in Hamden, Connecticut. Elizabeth has been in the financial services industry since 1981, starting with A. G. Edwards & Sons, Inc. Elizabeth's expertise in financial planning, portfolio management and pension consulting has allowed her to work with a diverse client base including individuals, families, businesses and charitable organizations. Elizabeth's expertise is further supported by the licenses she holds including Series 7, 8, 9, 10, 63 and SIE.
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.
1
2
CT
01/14/2020 - Present
Benjamin F. Edwards & Company, Inc. (HAMDEN CT)
CT
01/01/2008 - 06/04/2010
WELLS FARGO ADVISORS, LLC (HAMDEN CT)
CT
11/17/1981 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HAMDEN CT)
BC
Issued 01/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/04/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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