Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellie? Claim Your ProfileEllie Mckenzie Lien is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm with over 5,700 Investment Advisor Representatives. Ellie has been in the industry since 2013 and holds a Series 66, Series 7TO and SIE licenses. Ellie's background includes work for the City of Medford, Wheaton College, Gallagher, Anthropologie, LegalZoom, Advantis and WillowTree Financial Solutions. Ellie is registered in Arizona, California, Colorado, Illinois, Oregon and Washington and specializes in providing investment advice 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
03/07/2024 - Present
Raymond James Financial Services Advisors, Inc. (Chicago IL)
BOTH
Issued 02/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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