Unclaimed
Elizabeth Kuroski is a financial advisor with Equity Services, Inc. Elizabeth has been in the industry for over 10 years and has experience working with individuals, families, and businesses. Elizabeth is registered with the state of Illinois as a Registered Representative and Investment Advisor Representative. Elizabeth also holds Series 7 and Series 66 licenses. Elizabeth's areas of specialization include financial planning, retirement planning, and investment management. Elizabeth also works with clients on college savings, estate planning, and insurance needs. Prior to joining Equity Services, Inc. Elizabeth worked at Merrill Lynch.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
01/16/2019 - Present
Equity Services, Inc. (CHICAGO IL)
IL
10/06/2016 - 05/24/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Kuroski is the right advisor for you? Invested Better is here to help.