Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Elzner is an investment advisor representative at LPL Financial LLC. Angela has been in the financial industry for over 10 years and has a Series 6 TO and SIE license. Angela is registered with the state of Massachusetts as an investment advisor representative. Angela also has a real estate rental business and Castle Investments, a DBA for her LPL Financial LLC business. Angela provides financial planning, pension consulting, and educational seminars to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
07/09/2024 - Present
LPL Financial LLC (PITTSFIELD MA)
MA
09/25/2020 - 12/09/2022
LPL FINANCIAL LLC (PITTSFIELD MA)
IA
Issued 04/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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