Unclaimed
Elizabeth Wade is a licensed securities professional with a strong background in the financial services industry. Elizabeth is currently registered with Fidelity Distributors Co. LLC and Fidelity Brokerage Services LLC. Elizabeth has demonstrated commitment to her clients by successfully completing the General Securities Representative Examination (Series 7TO), Securities Industry Essentials Examination (SIE), and the Uniform Securities Agent State Law Examination (Series 63). Elizabeth is committed to providing clients with comprehensive financial guidance and support.
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.
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.
1
2
MA
10/24/2023 - Present
Fidelity Distributors Co. LLC (BOSTON MA)
BC
Issued 08/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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