Elizabeth Evanisko (CRD# 5276643) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cheektowaga, NY and has over 17 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Cheektowaga, NY | Jun 2019 - Current | 4 |
| Cetera Investment Services LLC | St Cloud, MN | Jun 2019 - Current | 4 |
| Elizabeth Thuman | E Amherst, NY | Feb 2013 - Current | 11 |
| Foresters Advisory Services | Cheektowaga, NY | Aug 2012 - Jun 2019 | 6 |
| Foresters Financial | Cheektowaga, NY | Dec 2006 - Jun 2019 | 12 |
| Gerber Life | White Plains, NY | Jun 2018 - Jul 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2007 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- MD
- NY
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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