Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Xilas is an investment advisor representative at Rappaport Reiches Capital Management, located in Skokie, Illinois. Elizabeth has been in the industry since 1993. Elizabeth is registered in Illinois as an Investment Advisor Representative. Elizabeth's firm primarily provides portfolio management for individuals and financial planning services.
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.
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.
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2
IL
01/26/2011 - Present
Rappaport Reiches Capital Management, (SKOKIE IL)
IL
09/15/2003 - 01/21/2011
RBC CAPITAL MARKETS, LLC (CHICAGO IL)
NY
01/03/2003 - 09/16/2003
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
02/19/1993 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 03/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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