Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth McGee is a financial advisor with over 16 years of experience in the financial services industry. She is currently registered as an Investment Advisor Representative with Osaic Advisory Services, LLC. Elizabeth specializes in providing financial planning, investment advice, and portfolio management services to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals by providing personalized advice and a comprehensive approach to financial planning. Elizabeth is also a Registered Representative and holds Series 6, 7, 63 and 65 licenses.
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.
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2
GA
12/15/2023 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
MI
12/15/2023 - 08/23/2024
TRIAD ADVISORS LLC (Bloomfield Hills MI)
MI
09/08/2022 - 12/15/2023
CETERA ADVISORS LLC (BLOOMFIELD HILLS MI)
MI
10/16/2013 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BLOOMFIELD HILLS MI)
MI
01/01/2008 - 10/17/2013
SII INVESTMENTS, INC. (BLOOMFIELD HILLS MI)
IA
Issued 01/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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