Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Yunker is a financial advisor with Mercer Global Advisors Inc. with over 10 years of experience in the financial services industry. Elizabeth is a Certified Financial Planner™ professional and holds a Series 66 license. Prior to joining Mercer, Elizabeth worked at Raymond James Financial Services, Inc. and Ameriprise Financial Services, Inc. Elizabeth specializes in providing financial planning, portfolio management, and trust services to individuals, families, and businesses.
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.
Trust services, estate planning, tax return preparation, consultation
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.
1
2
CO
08/25/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
MI
04/08/2019 - 10/16/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTAGE MI)
MI
07/20/2017 - 03/19/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Kalamazoo MI)
BOTH
Issued 11/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Elizabeth Yunker is the right advisor for you? Invested Better is here to help.
