Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Wittmann is a financial professional registered with Bofa Securities, Inc. Elizabeth is a licensed securities professional in North Carolina. Elizabeth has been in the industry since August 2019 and is affiliated with the Charlotte, North Carolina branch office of Bofa Securities, Inc. Elizabeth specializes in investment banking and has passed the Series 79TO and SIE exams.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NC
08/17/2019 - Present
Bofa Securities, Inc. (CHARLOTTE NC)
BC
Issued 09/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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