Unclaimed
Elizabeth Strong-coover is a financial advisor with over 30 years of experience in the financial services industry. Elizabeth is currently registered with LPL Financial LLC in California. Prior to joining LPL Financial LLC, Elizabeth worked for Sigma Financial Corporation and Lincoln Financial Advisors Corporation. Elizabeth holds several industry licenses and certifications including Series 6, 7, 22, and 63. She also holds the SIE, Series 2, and Series 66 licenses. Elizabeth is dedicated 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.
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.
Consulting and other non-discretionary advisory services
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
03/12/2024 - Present
LPL Financial LLC (SAN FRANCISCO CA)
CA
01/03/2001 - 03/11/2024
SIGMA FINANCIAL CORPORATION (SAN FRANCISCO CA)
IN
06/01/1998 - 01/05/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
02/02/1993 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
05/02/1990 - 03/18/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/25/1990 - 03/18/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
05/25/1988 - 04/25/1990
UR FINANCIAL, INC.
BOTH
Issued 02/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 09/28/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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