Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Bort is a financial advisor registered with Bankers Life Advisory Services, Inc. Elizabeth has 11 years of experience in the financial industry. Previously, she worked with BMO HARRIS FINANCIAL ADVISORS, INC., J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. Elizabeth holds a Series 6, 7, 24, 63, and 66 securities license. Elizabeth is a financial advisor who provides investment advice to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
IL
10/16/2017 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
IL
03/11/2013 - 10/06/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IN
10/01/2012 - 03/13/2013
J.P. MORGAN SECURITIES LLC (HIGHLAND IN)
IN
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HIGHLAND IN)
BOTH
Issued 11/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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