Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Gosek is an investment advisor representative at Great Valley Advisor Group, Inc. based in Yardley, PA. Elizabeth has been in the industry since 2007 and is licensed to provide investment advice in Pennsylvania. Elizabeth has also worked at other firms including Next Financial Group, Inc., Centaurus Financial, Inc., and NYLIFE Securities LLC. Elizabeth has the Series 6, 7, 63, and 65 securities licenses and the SIE. Elizabeth has a strong track record of success in providing financial planning and portfolio management services to individuals, families, and businesses. Elizabeth is committed to helping clients reach 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.
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 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.
A percentage of the total value of assets under management is charged.
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2
PA
08/11/2023 - Present
Great Valley Advisor Group, Inc. (Yardley PA)
PA
01/14/2021 - 08/13/2023
NEXT FINANCIAL GROUP, INC. (YARDLEY PA)
PA
02/04/2013 - 04/21/2017
CENTAURUS FINANCIAL, INC. (YARDLEY PA)
PA
04/30/2007 - 09/11/2012
NYLIFE SECURITIES LLC (YARDLEY PA)
BC
Issued 01/21/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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