Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Day-griffin is a registered representative with Wells Fargo Advisors Financial Network, LLC. Elizabeth has been in the industry since 2009 and holds the Series 66, Series 7 and SIE exams. She is registered in 31 states and 2 provinces. Elizabeth's current practice is located in Louisville, Colorado. Prior to joining Wells Fargo Advisors Financial Network, LLC, Elizabeth was a representative at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. She provides investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
04/19/2018 - Present
Wells Fargo Advisors Financial Network, LLC (LOUISVILLE CO)
CO
05/01/2012 - 04/05/2018
WELLS FARGO CLEARING SERVICES, LLC (LOVELAND CO)
FL
08/14/2009 - 10/04/2010
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
FL
06/01/2009 - 08/31/2009
MORGAN STANLEY SMITH BARNEY (WINTER PARK FL)
FL
09/17/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WINTER PARK FL)
BOTH
Issued 07/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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