Elizabeth ValaitisCRD Number: 5969716
Current Firm: Hemsley Advisors, Ltd.
Elizabeth Valaitis (CRD# 5969716) is an Investment Advisor Representative working at Hemsley Advisors, Ltd. in Barrington, IL and has over 5 years of experience in the finance industry.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Hemsley Advisors Ltd||Barrington, IL||Aug 2013 - Current||4|
|Roosevelt University||Chicago, IL||Jan 2014 - May 2015||1|
|Ameriprise Financial Services, Inc.||St. Charles, IL||Aug 2011 - Aug 2013||2|
|River Rockhouse||St. Charles, IL||Jun 2011 - Dec 2012||1|
|Tour Edge Golf Mfg||Batavia, IL||Dec 2009 - Aug 2011||1|
|Hot Mama||Evanston, IL||Oct 2008 - Sep 2009||< 1|
|American Factory Direct||Mandeville, LA||Jun 2007 - Oct 2008||1|
|Homemaker||Covington, LA||May 2006 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management218MILLIONS
Total Number of Accounts220ACCOUNTS
Average Account Value$991,289
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, IL, MI, NH, TX
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