Elizabeth Merk Investments

 

Specializing in wealth management and transfer planning like charitable giving and retirement planning, Elizabeth Merk coordinates with tax, legal and pension professionals to deliver innovative and tax-savvy wealth management strategies for individual clients and their companies.

 

  

PROFESSIONAL EXPERIENCE:
Twenty-five years in the Industry

  • 1998 - Present  Elizabeth Merk / INVESTMENTS Registered Principal
  • 1997 - 1998      Morgan Stanley Account Executive
  • 1989 - 1997      Prudential Insurance & Financial Services Registered                        Representative
  • 1980 - 1982      Blue Cross of Southern California Health Net Specialist
  • 1980 - 1981      FHP / Utah Team Leader-New Accounts

EDUCATION: 
 Relevant degree + Postgraduate work

  • 1987 Postgraduate towards MBA University of Hawaii at Manoa
  • 1989 Paralegal Certificate Cum Laude University of Hawaii
  • 1984 Bachelor of Arts 3.8 G.P.A. University of Hawaii at Hilo


PROFESSIONAL MEMBERSHIPS

  • LUTCF Life Underwriters Training Council, Fellow
  • MDRT 2007 Million Dollar Round Table  Life & Qualifying Member, 2006 - 2001 Top of the Table Qualifier, 2000 Court of the Table, 1995, 1994, 1993, 1992, Qualifying Member, 1991 Provisional Member
  • NAIFA National Assoc of Insurance & Financial Advisors, 1989 - present
  • SIA Securities Industry Association, Hawaii Chapter 2000 - 2003

ACTIVE REGISTRATIONS

  • FINRA Series 24 General Securities, Principal
    FINRA Series 7   General Securities, Representative
    FINRA Series 65 Uniform Investment Advisor Law Examination
    FINRA Series 63 Uniform Securities Agent Law Examination 
    FINRA Series 6   Limited Securities, Representative

    State of Hawaii Insurance, General Agent Life & Health


RECOGNITION

  • 35 Women of Distinction of Hawaii 2009, 2008, 2007 
  • Who's Who In America 2010-1997
    Who's Who of American Women 2010-1990
    Who's Who In The World 2010-1991
    Who's Who In Finance & Industry 2010-1996
    Who's Who In The West 2010-1995
    International Who's Who of Professional & Business Women 2010-1993
    The World's Who's Who of Women 2010-1991
    1994 Prudential Financial, Top of The Rock Induction. 18 of 17,000
    1996-90 Prudential Financial, State of Hawaii Leading Agent
    1996-90 Prudential Financial, President's Citation, top 500 

 
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February 06, 2012 @ 08:18 PM

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