Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lizbeth? Claim Your ProfileLizbeth Menjivar is a Registered Representative and Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Lizbeth has been working in the financial services industry since November 2019. Lizbeth is licensed to offer investment advice in 39 states, including Illinois, Texas, and California. Lizbeth also holds a Series 7, Series 63, and Series 66 license. Lizbeth is committed to providing her clients with personalized financial advice that helps them achieve their financial goals. Lizbeth is involved in several financial industry organizations, including the Financial Planning Association of Illinois, Chicago Financial Women, and Arden Shore. Lizbeth is a graduate of the Hult International Business School.
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.
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.
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.
1
2
IL
02/03/2021 - Present
Fidelity Personal AND Workplace Advisors (ORLAND PARK IL)
BOTH
Issued 09/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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