Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lizbeth? Claim Your ProfileLizbeth McCall is a Registered Representative and Investment Adviser Representative with Principal Securities, Inc. Lizbeth has been in the industry since 2010 and has experience with a variety of firms. Lizbeth holds the Series 7, Series 63, Series 66, Series 24 and Series 53 licenses as well as the SIE exam designation. Lizbeth is also a licensed insurance agent.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
11/22/2016 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
11/07/2012 - 02/21/2014
ING FINANCIAL PARTNERS, INC. (DES MOINES IA)
NE
01/08/2010 - 07/10/2012
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 11/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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