Elizabeth Kwoka, financial advisor West Chester PA
93 score

Elizabeth Kwoka

CRD Number: 5602125
Current Firm: Securian Financial Services, Inc.

Elizabeth Kwoka (CRD# 5602125) is an Investment Advisor Representative working at Securian Financial Services, Inc. in West Chester, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Minnesota Life Insurance Co St. Paul, MN Nov 2011 - Current 5
Legacy Planning Partners West Chester, PA Nov 2011 - Current 5
Securian Financial Services St. Paul, MN Nov 2011 - Current 5
Securian Financial Services Inc. St Paul, MN Nov 2011 - Nov 2011 < 1
Legacy Planning Partnersq West Chester, PA Nov 2011 - Nov 2011 < 1
Lpl Financial Corporation Wilmington, DE Sep 2009 - Oct 2011 2
Mutual Service Corp Wilmington, DE Sep 2008 - Oct 2011 3
Alan E. Peters And Associates Wilmington, DE Sep 1998 - Oct 2011 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2009
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Elizabeth Kwoka
Phone Number: 651-665-5609
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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