Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisabeth? Claim Your ProfileElisabeth Cocchi Galea is a financial advisor with LPL Financial LLC. Elisabeth has been in the financial services industry since 1984. Elisabeth specializes in providing financial advice to individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals. Elisabeth provides financial planning, portfolio management, and selection of other advisors. Elisabeth has held Series 6, 7, 24, 26, and 63 licenses as well as the SIE exam. Elisabeth is currently registered in 12 states including Colorado, Florida, Illinois, Kentucky, Michigan, New Hampshire, New Mexico, Pennsylvania, Tennessee, Vermont, Virginia, and Washington. Prior to working for LPL Financial, Elisabeth worked for Mutual Service Corporation and First Investors Corporation.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
09/08/2009 - Present
LPL Financial LLC (CANTON MI)
MI
08/11/1986 - 09/08/2009
MUTUAL SERVICE CORPORATION (PLYMOUTH MI)
NA
02/02/1984 - 08/26/1986
FIRST INVESTORS CORPORATION
BC
Issued 02/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/03/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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