Vice President & Financial Consultant
Services Offered: Financial Consulting
Elizabeth Souza is a Vice President & Financial Consultant with RT Investment Services offering a full range of investment and insurance services and guidance to clients in Southeastern Massachusetts. She maintains an office in Fairhaven and focuses on wealth management, income planning, 401(k) rollovers, and business development.
Elizabeth has been in the financial services industry since 1989, and was previously a Financial Consultant with Santander Investment Services/Sovereign Bank for 11 years.
She holds FINRA Series 7, 6, and 63 registrations with LPL Financial and a Massachusetts Life, Accident and Health License. She is a Notary Public in Massachusetts.
Rockland Trust Company and RT Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: FL,MA,MD,ME,NC,RI,VA
Securities services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Rockland Trust Company and RT Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using RT Investment Services, and may also be employees of Rockland Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Rockland Trust Company or RT Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency / Not Rockland Trust Guaranteed /
Not Rockland Trust Deposits or Obligations / May Lose Value