Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Wilder Richardson is a financial advisor with Raymond James Financial Services Advisors, Inc. She has been working in the financial industry since 2009. Elizabeth holds Series 63, 66, 7, 9 and 10 licenses, and she is a Certified Financial Planner. She is registered with the Financial Industry Regulatory Authority (FINRA), and the state of Georgia, Texas and 22 other states. Elizabeth has experience working with individuals, corporations, trusts, businesses and pensions. Elizabeth's firm, Raymond James Financial Services Advisors, Inc., is an independent broker-dealer and registered investment advisor. They offer a range of financial services, including investment advisory, brokerage, and financial planning. The firm has offices in Georgia, Texas and numerous other states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
10/02/2023 - Present
Raymond James Financial Services Advisors, Inc. (Atlanta GA)
GA
01/23/2009 - 10/04/2023
AMERICAN WEALTH MANAGEMENT, INC. (ALPHARETTA GA)
BOTH
Issued 04/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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