Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Palomar is a financial advisor with LPL Financial LLC. Elizabeth is registered to provide investment advice in 53 states and the District of Columbia. Elizabeth has been working in the financial services industry since 2023. Elizabeth's previous experience includes working for Pruco Securities, LLC. and Redfin. Elizabeth also holds Series 66, 7TO, and SIE licenses. Elizabeth is also a licensed real estate agent with Compass.
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.
Consulting and other non-discretionary advisory services
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
IL
05/06/2024 - Present
LPL Financial LLC (CHICAGO IL)
IL
08/30/2023 - 04/24/2024
PRUCO SECURITIES, LLC. (Chicago IL)
BOTH
Issued 09/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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