Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Fuselier is a financial advisor who has been in the industry since 1987. Elizabeth is registered with Equitable Advisors, LLC. Elizabeth holds several licenses and registrations including Series 6, 7, 22, 63, 65 and 66, and has experience providing financial planning, pension consulting, and portfolio management services. Elizabeth has also been appointed to sell outside Equitable Network insurance business. Elizabeth has been active in the community, serving on boards for Community Reach Center Systems and Mountainland Systems.
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.
1
2
CO
09/17/2020 - Present
Equitable Advisors, LLC (WESTMINSTER CO)
NY
01/22/1993 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IN
09/16/1992 - 02/04/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/16/1992 - 02/04/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
05/22/1987 - 09/15/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 09/17/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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