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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Ann Juson is an Investment Advisor Representative at 1919 Investment Counsel, LLC. Elizabeth has been in the financial services industry since 1999 and holds Series 7, 63, and 65 licenses. Elizabeth specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, and pension and profit-sharing plans. Elizabeth previously worked at S F Sentry Securities, Inc., Howe Barnes Hoefer & Arnett, Inc., Hoefer & Arnett, Incorporated, Deutsche Bank Securities Inc., Scudder Investor Services, Inc., Offroad Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
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.
Strategic management for diversified investment portfolios.
Nondiscretionary investment advice and certain family office 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.
Asset-based fees for nondiscretionary model advice
1
2
CA
10/04/2018 - Present
1919 Investment Counsel, LLC (San Francisco CA)
CA
04/29/2011 - 02/16/2012
S F SENTRY SECURITIES, INC. (SAN FRANCISCO CA)
CA
08/04/2006 - 03/31/2011
HOWE BARNES HOEFER & ARNETT, INC. (SAN FRANCISCO CA)
CA
03/30/2004 - 08/04/2006
HOEFER & ARNETT, INCORPORATED (SAN FRANCISCO CA)
NY
10/21/2003 - 03/29/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
03/14/2001 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
CA
03/21/2000 - 11/14/2000
OFFROAD SECURITIES, INC. (SAN FRANCISCO CA)
MN
10/15/1999 - 05/09/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/15/1999 - 05/09/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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