Elizabeth
Conley

Nationwide Securities, LLC

CRD#2425991
Investment Advisor
in Columbus, OH

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About this Advisor

Elizabeth Conley is a chartered financial consultant working out of Columbus, Ohio with 3 years of relevant experience. Conley is an employee of Nationwide Securities, LLC. Their career trajectory has included roles at Swbc Investment Services, Jpmorgan Investment Management Inc, J.P. Morgan Institutional Investments Inc, Jp Morgan Securities, LLC, Ann Taylor, Nsllc and Nationwide Investment Services Corp. Conley holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio. Nationwide Securities, LLC is a registered investment business that has its headquarters in Columbus, OH. The company has offices in three locations and a total of 24 financial advisors. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which service is provided. However, fee types billed by Nationwide Securities, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

10 W Nationwide Blvd 5-02-210X
Columbus, OH 43215

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Nationwide Securities, LLC Brokerage Details

Total Number of Employees

24

OH Average: 34

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Elizabeth Conley Work History

Elizabeth has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Nsllc

2018 - Present (6 years)

Nationwide Investment Services Corp

2016 - 2016 (< 1 year)

Jpmorgan Investment Management Inc

2016 - 2016 (< 1 year)

J.P. Morgan Institutional Investments Inc

2016 - 2018 (2 years)

Jp Morgan Securities, LLC

2016 - 2018 (2 years)

Ann Taylor

2010 - 2016 (6 years)

Swbc Investment Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Elizabeth Conley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nationwide Securities, LLC

Kirk Weber
Columbus, OH
Alexander Baines
Louisville, KY
Chapin Mcanally
Columbus, OH
Timothy Dixon
Columbus, OH
Josue Ortiz
Columbus, OH
Meghan Doherty
Columbus, OH
Jody Maccormack
Columbus, OH
Jeffrey Seikel
Columbus, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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