Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Miyake is a financial advisor with over 17 years of experience in the financial services industry. Elizabeth is currently registered with U.s. Bancorp Investments, Inc. in Torrance, CA. Previously, Elizabeth was employed by UNIONBANC INVESTMENT SERVICES, LLC, HSBC SECURITIES (USA) INC., and BANC OF AMERICA INVESTMENT SERVICES, INC. Elizabeth holds a Series 6, 7, and 63 license as well as the SIE. Elizabeth specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, high-net-worth individuals, and corporations. Elizabeth also provides portfolio management for 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
05/26/2023 - Present
U.s. Bancorp Investments, Inc. (Torrance CA)
CA
03/05/2010 - 05/26/2023
UNIONBANC INVESTMENT SERVICES, LLC (ROLLING HILLS ESTATE CA)
CA
08/03/2007 - 03/26/2008
HSBC SECURITIES (USA) INC. (TORRANCE CA)
CA
05/11/2004 - 06/15/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (TORRANCE CA)
BC
Issued 07/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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