Elizabeth KwokaCRD 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 8 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Minnesota Life Insurance Co||St. Paul, MN||Nov 2011 - Current||6|
|Legacy Planning Partners||West Chester, PA||Nov 2011 - Current||6|
|Securian Financial Services||St. Paul, MN||Nov 2011 - Current||6|
|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|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV