Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen M. Harnischfeger has been in the financial services industry for over 18 years, having started her career in 2004. Ellen has a strong background in the financial services industry, working with LPL Financial LLC since 2022. Prior to her current role, she spent time with CUNA Brokerage Services, INC. and LINSCO/PRIVATE LEDGER CORP. Ellen is a licensed investment advisor, having passed the Uniform Securities Agent State Law Examination (Series 63), the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Ellen is registered to provide investment advice in New York.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/18/2022 - Present
LPL Financial LLC (ROCHESTER NY)
NY
01/25/2005 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (ROCHESTER NY)
SC
04/02/2004 - 01/14/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 05/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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