Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Burney is an investment advisor representative with Onedigital Investment Advisors, a firm with 360 clients. She is registered with the state of New York. Elizabeth has been in the industry since 1990 and has experience with a variety of firms, including Sterling Monroe Securities, LLC, LPL FINANCIAL LLC, Private Advisor Group, LLC, Resources Investment Advisors, LLC, Triad Advisors, OSAIC WEALTH, INC., and Consolidated Portfolio Review Corp. Her specialties include asset allocation, investment strategies, and financial planning. Elizabeth is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/03/2021 - Present
Onedigital Investment Advisors (Hauppauge NY)
NY
08/23/2024 - 09/06/2024
OSAIC WEALTH, INC. (Hauppauge NY)
NY
04/30/2021 - 08/23/2024
TRIAD ADVISORS LLC (Hauppauge NY)
NY
06/01/2018 - 05/10/2021
LPL FINANCIAL LLC (HAUPPAUGE NY)
NY
01/02/2018 - 03/08/2018
STERLING MONROE SECURITIES, LLC (WOODBURY NY)
NY
01/16/1996 - 06/05/1998
CHARTER ATLANTIC SECURITIES COMPANY, INC. (NEW YORK NY)
NY
07/28/1992 - 11/29/1994
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
08/27/1990 - 06/18/1992
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 09/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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