Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Stockwell is a financial advisor with Cambridge Investment Research Advisors, Inc. in South Portland, Maine. Elizabeth has been in the financial services industry for over 7 years. Elizabeth is registered to provide investment advice in 12 states. Elizabeth holds the Series 7, Series 63, and Series 65 licenses. Elizabeth is also a licensed agent in the state of Maine. Elizabeth is a Registered Representative with Cambridge Investment Research, Inc. and provides services such as financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and market timing services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
ME
12/08/2022 - Present
Cambridge Investment Research Advisors, Inc. (South Portland ME)
ME
08/14/2020 - 12/09/2022
CANTELLA & CO., INC. (S. Portland ME)
ME
06/27/2019 - 08/09/2019
INDEPENDENT FINANCIAL GROUP, LLC (SCARBOROUGH ME)
ME
04/13/2015 - 04/15/2019
LPL FINANCIAL LLC (SOUTH PORTLAND ME)
IA
Issued 02/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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