Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Olivera gonzalez is a registered representative with Wells Fargo Clearing Services, LLC. Elizabeth is licensed in Florida, Georgia, New Jersey, Puerto Rico, and Texas. Elizabeth has over 12 years of experience in the financial industry and holds the Series 6, 7, 63, and 66 licenses. Elizabeth is an active investment advisor and has been registered with the state of Florida since 2012. Elizabeth specializes in providing investment consulting services to institutional clients and individuals, as well as offering financial planning, pension consulting, 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.
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
FL
12/15/2022 - Present
Wells Fargo Clearing Services, LLC (WINTER GARDEN FL)
BOTH
Issued 12/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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