Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Schwinghammer is an Investment Advisor Representative at United Capital Financial Advisors. Elizabeth is a Chartered Financial Analyst and has been in the industry since 1993. Elizabeth is registered to provide investment advice in Arizona, Colorado, Montana and Texas. Elizabeth also has experience at J.P. Morgan Securities Inc., Conifer Securities LLC, Berger Distributors LLC, Socimer Securities Corporation and Paribas Corporation. Elizabeth provides financial planning, portfolio management for businesses and individuals, educational seminars, publication of periodicals and selection of other advisers.
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.
Sub-adviser for other investment advisers
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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2
CO
07/30/2015 - Present
United Capital Financial Advisors (Greenwood Village CO)
CO
01/13/2006 - 05/29/2008
J.P. MORGAN SECURITIES INC. (DENVER CO)
NY
02/28/2005 - 09/07/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/25/2002 - 08/06/2004
CONIFER SECURITIES LLC (NEW YORK NY)
CO
09/08/1997 - 01/02/2002
BERGER DISTRIBUTORS LLC (DENVER CO)
FL
06/13/1996 - 08/28/1997
SOCIMER SECURITIES CORPORATION (MIAMI FL)
NY
11/11/1993 - 09/25/1995
PARIBAS CORPORATION (NEW YORK NY)
BC
Issued 02/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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