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Elizabeth Anne Booth

David Lerner Associates, Inc.

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About Elizabeth Anne Booth

Elizabeth Booth is a registered representative with David Lerner Associates, Inc. and holds her Series 7, Series 63, and SIE licenses. Elizabeth has been in the securities industry since December 6, 2010. She is registered in New York and her office is located in Syosset, New York.

Firm Information

Elizabeth Booth is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Elizabeth Booth’s Registration & Firm History

NY

12/06/2010 - Present

David Lerner Associates, Inc. (SYOSSET NY)

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Licenses & Designations

BC

Issued 12/30/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Anne Booth.
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