Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Libby? Claim Your ProfileLibby Underwood is a financial advisor with Prospera Financial Services, Inc. Libby is a registered representative and holds the Series 63, Series 7 and SIE licenses. Libby has been in the financial industry since March 18, 2003. Prior to joining Prospera Financial Services, Inc., Libby worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WELLS FARGO ADVISORS, LLC. Libby specializes in retirement planning, investment management, insurance, education planning and estate planning.
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.
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.
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.
Percentage of assets under review
1
2
TN
02/17/2022 - Present
Prospera Financial Services, Inc. (Knoxville TN)
TN
06/19/2015 - 02/18/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (KNOXVILLE TN)
TN
03/19/2003 - 06/19/2015
WELLS FARGO ADVISORS, LLC (KNOXVILLE TN)
BC
Issued 07/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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