Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Spiller is a financial advisor with over 9 years of experience in the financial services industry. Elizabeth is currently registered with &partners, a firm with a presence in multiple states across the United States. Elizabeth has been with &partners since August of 2024, but her history in the industry started with Wells Fargo Clearing Services, LLC in December of 2019. Elizabeth's areas of expertise include portfolio management for businesses and individuals, financial planning, and research report services. She is licensed to provide investment advice in 15 states across the US. Elizabeth has a Series 66, Series 7, and Series 6 licenses, along with the SIE.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
08/16/2024 - Present
&partners (Clayton MO)
TX
12/06/2019 - 08/22/2024
WELLS FARGO CLEARING SERVICES, LLC (SUGAR LAND TX)
BOTH
Issued 12/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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