Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Campbell is a financial advisor with Commonwealth Financial Network. She has been in the industry since 2009. Elizabeth has a Series 66, Series 7 and SIE licenses and is registered in Massachusetts, Rhode Island and Wyoming. Elizabeth provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. Elizabeth is an active registered representative and Investment Advisor Representative. Commonwealth Financial Network is a registered investment advisor and broker-dealer that provides advisory services to individuals, families, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
RI
02/02/2023 - Present
Commonwealth Financial Network (NORTH SMITHFIELD RI)
MA
01/19/2012 - 04/18/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLAINVILLE MA)
MA
02/24/2009 - 10/14/2011
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 04/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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