Unclaimed
Elizabeth Janicek is a financial professional with over 40 years of experience in the financial services industry. Elizabeth is currently registered with Northland Securities, Inc. and has previously been affiliated with UBS Financial Services Inc., Lehman Brothers Inc., and Kidder, Peabody & Co. Incorporated. Elizabeth specializes in providing financial planning and portfolio management services to individuals and high-net-worth clients. She has a strong track record of success and is committed to providing her clients with personalized financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research 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.
A percentage of the total value of assets under management is charged.
Negotiated
1
2
WI
01/07/2011 - Present
Northland Securities, Inc. (MILWAUKEE WI)
WI
07/16/1990 - 05/13/2009
UBS FINANCIAL SERVICES INC. (BROOKFIELD WI)
NY
11/10/1981 - 08/13/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/20/1980 - 11/24/1981
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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