Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Durkee is a financial advisor with Morningstar Investment Services LLC, based in Chicago, IL. Elizabeth has been in the financial services industry since 1996 and has a broad range of experience in providing financial advice to individuals and businesses. Elizabeth holds Series 7, 24, 63 and 65 licenses. Elizabeth's experience with Morningstar Investment Services LLC includes portfolio management for individuals and businesses. Elizabeth also has experience with BNY Mellon Securities Corporation, NGAM DISTRIBUTION, L.P. and Smith Barney Inc..
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.
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.
A percentage of the total value of assets under management is charged.
Aua
1
2
IL
01/10/2023 - Present
Morningstar Investment Services LLC (CHICAGO IL)
NY
05/20/2019 - 04/05/2021
BNY MELLON SECURITIES CORPORATION (New York NY)
MA
11/02/2015 - 11/14/2017
NGAM DISTRIBUTION, L.P. (BOSTON MA)
NY
07/02/1996 - 03/11/1998
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 07/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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