Elizabeth Kate Hand

Current Employers

Employment History

• 08/2010 → 07/2019
  The O.N Equity Sales Company
  Cincinnati, OH
• 05/2010 → Present
  Pleasant Wealth Llc
  Berlin, OH
• 05/2010 → 07/2019
  Hummel Wealth Management, Llc
  Berlin, OH
• 07/2019 → Present
  Kestra Investment Services, Llc
  Canton, OH
• 07/2019 → Present
  Kestra Advisory Services, Llc
  Canton, OH

Previous Registrations

• 2013-10-23 → 2019-07-29
  Hummel Wealth Management, Llc
  Berlin, OH
• 2014-01-14 → 2019-07-25
  On Investment Management Co
  Berlin, OH

Other Businesses

Busi Name: Business Underwriters Associates Invest Rel: Y Addr: 3700 Embassy Pkwy #450 Akron OH 44333 NOB: Insurance Position: Independent Contractor Strt Date: 5/26/2010 Hrs/mnth: 0% - 10% (0 - 16 hrs) Hrs/mnth during trading hrs: 0% - 10% (0 - 14 hrs) Duties: Provide long term care insurance & life insurance solutions to clients Busi Name: Pleasant Wealth, LLC Invest Rel: Y Addr: 720 McKinley Ave NW Canton OH 44703 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position: Advisor & Executive Team Member Strt Date: 5/26/2010 Hrs/mnth: 100%+ (More than 160 hrs) Hrs/mnth during trading hrs: Up to 100% (0 to 160 hrs) Duties: Meeting w/ clientele to discuss investment updates, their financial plan, execute trades, strategize financial solutions. Business mngmnt &decision making. Busi Name: Kestra Advisory Services, LLC Invest Rel: Y Addr: 5707 Southwest Pkwy, Bldng 2, Ste 400 Austin TX 78735 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position: Investment Advisor Representative Strt Date: 7/25/2019 Hrs/mnth: 100%+ (More than 160 hrs) Hrs/mnth during trading hrs: Up to 100% (0 to 160 hrs) Duties: Soliciting potential customers to manage money or provide financial planning Busi Name: Ash Brokerage Invest Rel: Y Addr: 39555 Orchard Hill Place #515 Novi MI 48375 NOB: Insurance Position: Salesperson Strt Date: 6/1/2020 Hrs/mnth: 0% - 10% (0 -16 hrs) Hrs/mnth during trading hrs: 0% -10% (0 -14 hrs) Duties: Create illustrations, explain features, provide pros &cons to purchase, mail contract. Busi Name: Elizabeth Hand Invest Rel: N Addr: 616 23RD ST NW Canton OH 44709 NOBs: Other/None of the Above none Position: Content Creator Strt Date: 2/19/2021 Hrs/mnth: 0% -10% (0 -16 hrs) Hrs/mnth during trading hrs: 0% -10% (0 -14 hrs) Duties: I don't have any responsibilities, it is just a matter of turning ads onto my channel. Passive Income. Busi Name: LIZ HAND COACHING POSITION: Owner, Coach NATURE: Ontological Coaching INVEST REL: N # of HRS: 8 SECURITIES TRADING HRS: 8 STRT DATE: 04/01/2022 ADDR: 616 23RD ST NW, Canton OH 44709 DESCRIPTION: Clients purchase a number of sessions with me that are 45-60 minutes. They bring a coaching request of something they want to sort through from any aspect of life. Together, we unlock the seed of the story that's holding them back. My role of asking good questions and reflecting back what I hear. I do not take on consulting work or any activity outside of the 45-60 minute session. Busi Name: PLEASANT WEALTH LLC POSITION: Coach/Owner NATURE: Group Coaching INVEST REL: N #OF HRS: 8 SECURITIES TRADING HRS: 8 STRT DATE: 09/01/2022 ADDR: 720 McKinley Ave NW, Canton OH 44703 DESCRIPTION: Host scheduled coaching conversations around a theme agreed upon. Provide worksheets or activities for participants. Be available for spot coaching. Busi Name: WOMEN'S IMPACT BOARD MEMBER POSITION: Board Member, At Large NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2022 ADDRESS: P. O. Box 35152, Canton OH 44735 DESCRIPTION: Quarterly Board Meetings to vote on the activities and plans of the membership.

Exams

• S66 Uniform Combined State Law Examination
  2013-12-05

Designations

Other Names

• Elizabeth K Miller