Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Freeman is an investment advisor representative with Janney Montgomery Scott LLC in the LE MOYNE, PA branch office. Elizabeth has been in the industry for over 10 years and has experience working with a wide range of clients, including individuals, high-net-worth individuals, families, corporations, and charitable organizations. Elizabeth holds the Series 7, Series 66 and SIE licenses. Elizabeth was previously an investment advisor representative with PNC INVESTMENTS. Elizabeth has a strong understanding of the financial markets and is committed to providing her clients with personalized advice and investment strategies to help them reach 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.
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
PA
07/12/2021 - Present
Janney Montgomery Scott LLC (LE MOYNE PA)
PA
01/07/2013 - 05/09/2017
PNC INVESTMENTS (GETTYSBURG PA)
BOTH
Issued 03/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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