Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Watkins is a financial advisor with Crescent Grove Advisors. Elizabeth has over 20 years of experience in the financial services industry. Elizabeth has worked with a variety of clients, including high net worth individuals, charitable organizations, and corporations. Elizabeth is registered with the state of Illinois. Elizabeth holds the Series 6, 7, 24, 53 and 66 licenses. Elizabeth's career history includes working with various companies including Stifel, Nicolaus & Company, Incorporated and B. C. Ziegler and 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
IL
01/16/2020 - Present
Crescent Grove Advisors (LAKE FOREST IL)
IL
08/18/2014 - 10/11/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHICAGO IL)
IL
09/14/2011 - 05/05/2014
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
11/28/2003 - 09/09/2011
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
WI
12/02/2002 - 11/26/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
AZ
04/23/2002 - 11/07/2002
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
IL
10/26/1999 - 04/12/2002
OBERWEIS SECURITIES, INC. (LISLE IL)
IL
10/21/1993 - 10/25/1999
GENEVA SECURITIES,INC. (SCHAUMBURG IL)
TX
01/15/1993 - 09/10/1993
VAN KAMPEN MERRITT INC. (HOUSTON TX)
BOTH
Issued 01/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/26/2000
Series 4 - Registered Options Principal Examination
BC
Issued 09/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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