Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lizabeth? Claim Your ProfileLizabeth Roth is a registered representative with Lincoln Douglas Investments, LLC. Lizabeth is licensed to sell securities in Ohio. Lizabeth holds the Series 63, Series 79TO and SIE licenses. Lizabeth specializes in providing financial planning and portfolio management services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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OH
04/07/2023 - Present
Lincoln Douglas Investments, LLC (MT. VERNON OH)
BC
Issued 11/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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