Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Oloughlin is a financial advisor at Charles Schwab & CO., Inc. based in Westlake, Texas. She has been in the industry since September 2021 and has a Series 7TO, Series 66, and SIE licenses. She has previously worked at Fidelity Brokerage Services LLC. Elizabeth's specializations include providing financial planning and advisory services. Elizabeth's primary focus is serving the needs of individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
08/09/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
05/06/2021 - 03/11/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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