Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth McKown is an investment advisor representative with Rockefeller Financial LLC. Elizabeth has been in the industry since 2012. Elizabeth has been registered with the state of Texas and California as an investment advisor representative. Elizabeth is also registered with the state of Texas and California as a broker-dealer. Elizabeth has a Series 66, Series 7 and SIE license. Elizabeth is also registered with Rockefeller Capital Management as an investment advisor representative. Elizabeth is a financial professional with a strong commitment to providing her clients with personalized financial advice and guidance. Elizabeth specializes in working with high-net-worth individuals, corporations, and charitable organizations. Elizabeth is committed to helping her clients achieve their financial goals.
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.
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
CA
05/27/2022 - Present
Rockefeller Financial LLC (Los Gatos CA)
CA
05/25/2012 - 06/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
BOTH
Issued 02/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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