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Elizabeth W

Series 63, Series 65

East Stroudsburg, PA

OSAIC

Elizabeth Watson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Securities America Advisors and Questar Asset Management, among other firms, before joining OSAIC. Outside of her advisory role, she mentors women in leadership positions within a church setting through a special assignment in women's ministries. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by various tools and third-party platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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