Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Kwoka is an investment advisor representative at Cambridge Investment Research Advisors, Inc. She is a registered investment advisor in Delaware and Texas and is also registered as a broker-dealer in 20 states. Elizabeth has over 13 years of experience in the financial services industry, including experience with Securian Financial Services, Inc., LPL Financial LLC, and Mutual Service Corporation. She is a Chartered Financial Consultant and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. Elizabeth's specialties include financial planning, portfolio management, and pension consulting. She is committed to providing personalized advice and guidance to help her 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
DE
08/20/2024 - Present
Cambridge Investment Research Advisors, Inc. (Wilmington DE)
PA
11/11/2011 - 01/19/2017
SECURIAN FINANCIAL SERVICES, INC. (WEST CHESTER PA)
DE
09/08/2009 - 11/02/2011
LPL FINANCIAL LLC (WILMINGTON DE)
DE
04/13/2009 - 09/08/2009
MUTUAL SERVICE CORPORATION (WILMINGTON DE)
IA
Issued 09/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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