Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Plotkin is a financial advisor with over 17 years of experience in the financial services industry. Elizabeth has worked with Empower Advisory Group, LLC since January 2024. Prior to that, Elizabeth worked at Northwestern Mutual Investment Services, LLC in Milwaukee, WI from January 2012 to November 2023. Elizabeth is a licensed investment advisor representative in Wisconsin. Elizabeth provides financial planning and portfolio management services to individuals, high net worth individuals, corporations, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
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2
CO
08/05/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
WI
01/19/2012 - 11/09/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
WI
12/05/2006 - 12/06/2011
GWFS EQUITIES, INC. (GLENDALE WI)
BOTH
Issued 07/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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