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Elizabeth F. Nettleship

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CRD#: 5924188
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Elizabeth Fannie Nettleship, who also goes by Fannie E Nettleship, was a registered financial professional .

Elizabeth is a previously registered financial professional and started their career in finance in 2013. Elizabeth had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Fannie E Nettleship

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 2, 2015 - February 17, 2017

ARGOSY WEALTH MANAGEMENT

RIA
CRD#: 175028
LOS ANGELES, CA
Past

August 15, 2013 - February 16, 2017

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
TORRANCE, CA
Past

April 12, 2013 - February 16, 2017

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
TORRANCE, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/14/2013
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AW
ARGOSY WEALTH MANAGEMENT
ARGOSY WEALTH MANAGEMENT | NORTH RANCH FINANCIAL GROUP | ARGOSY WEALTH MANAGEMENT CORPORATION

CRD#: 175028 / SEC#: 801-81150

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Contact information


Main Address
6310 San Vicente Boulevard Suite 404, Los Angeles, CA 90048
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ARGOSY WEALTH MANAGEMENT, INC. PART 2A (7/10/2020)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ARGOSY WEALTH MANAGEMENT

CRD#: 175028

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