Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Charron is a financial advisor in Scottsdale, AZ. Elizabeth has been in the financial services industry since 2000, and is currently registered with United Planners' Financial Services of America A Limited Partner. Elizabeth has a broad range of experience and expertise, including providing financial planning, pension consulting, and portfolio management services to individual and institutional clients. Elizabeth is also a registered representative with Series 7, 24, 63 and 66 securities licenses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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
AZ
07/06/2021 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
CT
08/15/2005 - 08/05/2009
WATERSTONE FINANCIAL GROUP, INC. (MANSFIELD CENTER CT)
CA
04/13/2000 - 08/15/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 12/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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