Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Kilmer is a financial advisor with over 20 years of experience in the industry. Elizabeth is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Elizabeth has also been registered with U.S. Bancorp Investments, Inc., UNIONBANC INVESTMENT SERVICES, LLC, WFP SECURITIES, and WM FINANCIAL SERVICES, INC. Elizabeth holds FINRA Series 63 and Series 66 licenses as well as FINRA Series 7 and the Securities Industry Essentials Examination (SIE).
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
03/06/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
CA
04/16/2012 - 02/23/2023
U.S. BANCORP INVESTMENTS, INC. (DEL MAR CA)
CA
06/14/2010 - 04/16/2012
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
02/15/2008 - 02/01/2010
WFP SECURITIES (SAN DIEGO CA)
CA
07/17/2001 - 01/17/2007
WM FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 05/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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