Elizabeth
Kuroski
Equity Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Elizabeth Kuroski is a financial advisor working in Chicago, Illinois with 4 years of industry experience. Kuroski works at Equity Services, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Aarp, Accounting Aid Society, Gleaners Community Food Bank, Oakland University, Bank Of America, N.A, Equity Services Inc and National Life Group. Kuroski holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois. Equity Services, Inc is an advisory business headquartered in Montpelier, VT. The investment advisory business has offices in 220 locations and a total of 440 people on staff. It administers $2 billion in assets between its 11,317 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 11,317 client accounts, 23% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on which service is provided. Fee types charged by Equity Services, Inc may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Equity Services, Inc Brokerage Details
$1,866,892,398
440
11,317
$164,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Elizabeth Kuroski Work History
Elizabeth has been registered as a financial advisor for 4 years.*
Equity Services Inc
National Life Group
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Aarp
Accounting Aid Society
Gleaners Community Food Bank
Oakland University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Kuroski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Esi Financial Advisors
Charlotte, NC
Fort Lauderdale, FL
Atlanta, GA
Troy, MI
Montpelier, VT
Atlanta, GA
Hauppauge, NY
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
