Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Marie Buckly is a financial advisor with Assetmark, Inc. Elizabeth has been in the financial services industry since June 2011 and is registered with the state of California. Elizabeth has a Series 66, 24, 7 and SIE licenses. Her previous experience includes working as a financial advisor at National Planning Corporation.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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CA
11/29/2018 - Present
Assetmark, Inc. (Encino CA)
CA
08/26/2010 - 02/13/2018
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 11/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 02/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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