Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Hanley is an active Registered Representative and Investment Adviser Representative with over 30 years of experience in the financial services industry. Elizabeth currently works with Janney Montgomery Scott LLC, a firm with over $85 billion in regulatory assets under management. Elizabeth has previously held positions at several other firms including J.P. Morgan Securities LLC, Oppenheimer & Co. Inc., and Bear, Stearns & Co. Inc. Elizabeth is registered in all states except for New York and is a Series 6, 7, 10, 63 and 65 licensed professional. Elizabeth holds a SIE license and has held several principal licenses. Elizabeth focuses on providing financial planning and portfolio management services to individuals, businesses, and institutions.
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.
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.
Fee plus commission
1
2
MA
01/19/2023 - Present
Janney Montgomery Scott LLC (BOSTON MA)
MA
06/25/2010 - 06/01/2022
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MA
06/26/2008 - 07/01/2010
OPPENHEIMER & CO. INC. (BOSTON MA)
MA
05/17/1999 - 07/10/2008
BEAR, STEARNS & CO. INC. (BOSTON MA)
NY
06/19/1996 - 04/27/1999
CIBC OPPENHEIMER CORP. (NEW YORK NY)
MA
09/08/1993 - 06/17/1996
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 10/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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