Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Parent O'Donnell is a financial advisor with Cetera Investment Advisers LLC, a firm with offices across the country. Elizabeth has been in the financial industry since 2002, and she is licensed to provide financial advice in multiple states. Elizabeth holds several designations including Certified Financial Planner (CFP), and has experience working with individuals, families, and businesses. Elizabeth has been with Cetera since 2023. She is a registered representative of Cetera and a registered investment advisor.
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
CO
06/29/2023 - Present
Cetera Investment Advisers LLC (DENVER CO)
CO
05/09/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (DENVER CO)
CO
03/14/2002 - 05/12/2006
WADDELL & REED, INC. (DENVER CO)
BOTH
Issued 03/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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