Unclaimed
Elizabeth Snodgrass is a financial advisor with Principal Securities, Inc. Elizabeth has been in the financial industry since 2006 and has experience working with a variety of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Elizabeth is licensed to provide financial services in Kansas, Missouri, Michigan, and Oklahoma.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
KS
08/22/2022 - Present
Principal Securities, Inc. (OVERLAND PARK KS)
CA
07/21/2021 - 08/22/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
NV
02/11/2010 - 07/21/2021
WADDELL & REED (LAS VEGAS NV)
KS
01/14/2008 - 12/03/2009
NRP FINANCIAL, INC. (LEAWOOD KS)
KS
11/16/2007 - 01/22/2008
LPL FINANCIAL CORPORATION (LEAWOOD KS)
KS
08/03/2006 - 10/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
BOTH
Issued 08/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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