Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Knutson is a financial advisor with over 30 years of experience in the industry. She joined Feltl Advisors in 2009, and currently holds registrations in California and North Carolina. Elizabeth also holds licenses in several other states, including Florida, Idaho, Minnesota, and New York. Prior to joining Feltl Advisors, Elizabeth worked with firms such as UBS Financial Services Inc., Prudential Securities Incorporated, and Royal Alliance Associates, Inc. Her areas of specialization include individual portfolio management, financial planning, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Wrap accounts through non-affiliated providers
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.
Percentage of assets under outside management
1
2
MN
11/17/2022 - Present
Feltl Advisors (PLYMOUTH MN)
CA
10/18/2002 - 03/25/2009
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
NY
12/23/1996 - 10/22/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
04/10/1996 - 11/20/1996
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
AZ
01/18/1996 - 04/01/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
01/01/1993 - 11/02/1995
SPELMAN & CO., INC. (PHOENIX AZ)
GA
05/08/1992 - 12/31/1992
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
11/27/1991 - 05/13/1992
NAP FINANCIAL CORPORATION (IRVINE CA)
CA
11/07/1989 - 12/12/1991
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
07/03/1989 - 11/07/1989
VALUE EQUITIES CORPORATION
NJ
08/20/1986 - 05/23/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 02/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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