Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Koulikova is an active broker-dealer representative and investment advisor representative registered with Goldman Sachs & Co. LLC. Elizabeth previously worked with BARCLAYS CAPITAL INC. and has experience working with high-net-worth individuals, corporations, and other businesses. Elizabeth's specializations include financial planning, portfolio management, and educational seminars.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
CA
07/26/2021 - Present
Goldman Sachs & Co. LLC (SAN FRANCISCO CA)
CA
12/07/2020 - 07/08/2021
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
BC
Issued 11/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2021
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 08/27/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/07/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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