Unclaimed
Elizabeth Jacovino is a financial advisor with RBC Capital Markets, LLC, with over 20 years of experience in the industry. Elizabeth has a wide range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. She has held previous positions with National Planning Corporation and Advest, Inc. Elizabeth also has experience working with employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds. Elizabeth is a Certified Financial Planner and holds Series 7, 63, and 65 licenses. Elizabeth is a valuable resource for clients seeking a comprehensive approach to financial planning.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
1
2
MN
08/15/2006 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
CT
02/14/2006 - 08/21/2006
NATIONAL PLANNING CORPORATION (FAIRFIELD CT)
CT
01/22/2002 - 02/06/2006
ADVEST, INC. (HARTFORD CT)
MO
01/26/1998 - 12/06/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 07/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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