Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Ann Langenberg is an advisor at LPL Financial LLC. Elizabeth has been in the industry since January 19, 2007. Elizabeth has experience in providing investment advice and financial planning. Elizabeth is registered with the state of Massachusetts to provide investment advisory services. Elizabeth has a Series 6, Series 7 and Series 63 license and is also licensed to provide advisory services in Massachusetts. Prior to working at LPL Financial LLC, Elizabeth worked at MFS Fund Distributors, Inc. and Sun Life Financial Distributors, Inc. Elizabeth is committed to providing clients with personalized financial advice and strategies to help them 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.
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.
1
2
MA
11/29/2017 - Present
LPL Financial LLC (BOSTON MA)
MA
09/02/2014 - 06/13/2017
LPL FINANCIAL LLC (BOSTON MA)
MA
08/03/2012 - 01/07/2013
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
12/15/2009 - 07/10/2012
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
NC
03/29/2004 - 06/12/2008
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 07/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Langenberg is the right advisor for you? Invested Better is here to help.
