Unclaimed
Elizabeth Bussanich is a financial advisor at TD Private Client Wealth LLC. Elizabeth has been in the industry since March 1989 and has a Series 7TO, Series 66, and SIE license. Elizabeth is registered with FINRA, the SEC, and the state of New Jersey. Elizabeth provides financial planning, portfolio management, and pension consulting to individuals and businesses. Elizabeth is also involved in the community, volunteering at the YMCA.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
04/08/2024 - Present
TD Private Client Wealth LLC (Ramsey NJ)
BOTH
Issued 08/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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