Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Huckeby is a financial advisor who has been working in the industry since 1999. She is currently registered with Centaurus Financial, Inc. and has previously been registered with QA3 Financial Corp., LPL Financial Corporation, and National Planning Corporation. Elizabeth is licensed to provide financial advice in several states, including California, Colorado, Iowa, Nebraska, New Mexico, Oklahoma, Oregon, and Virginia. She has a wide range of experience and expertise, and is dedicated to helping clients achieve their financial goals.
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
02/15/2011 - Present
Centaurus Financial, Inc. (LOUISVILLE CO)
CO
01/05/2009 - 02/11/2011
QA3 FINANCIAL CORP. (LOUISVILLE CO)
CO
01/05/2007 - 12/31/2008
LPL FINANCIAL CORPORATION (LOUISVILLE CO)
CO
11/10/1999 - 12/31/2006
NATIONAL PLANNING CORPORATION (LOUISVILLE CO)
IA
Issued 10/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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