Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth O'Reillypate is a financial advisor with over 20 years of experience in the financial services industry. Elizabeth is currently registered with MML Investors Services, LLC and has previously held positions at MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Elizabeth holds the Series 6, 7, 24, 63 and 65 licenses, as well as the SIE exam. Elizabeth specializes in financial planning, asset allocation programs, portfolio management for businesses and individuals, and pension consulting. Elizabeth is a director for the National Association of Insurance and Financial Advisors, Virginia. Elizabeth is also a property owner and lessor.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
03/25/2017 - Present
MML Investors Services, LLC (FREDERICKSBURG VA)
VA
03/15/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FREDERICKSBURG VA)
VA
03/15/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FREDERICKSBURG VA)
IA
Issued 09/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth O'Reillypate is the right advisor for you? Invested Better is here to help.
