Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Herman is a financial advisor with over 25 years of experience in the industry. Elizabeth is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in Pennsylvania and New Jersey. Previously, Elizabeth has held positions with several other firms including Woodbury Financial Services, Inc., Mid Atlantic Capital Corporation, MML Investors Services, LLC, and Univest Investments, Inc. Elizabeth's career includes experience in financial planning, portfolio management, and retirement planning. Elizabeth is committed to providing personalized financial advice to help her 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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
01/19/2024 - Present
Osaic Wealth, Inc. (TELFORD PA)
PA
11/03/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TELFORD PA)
PA
09/22/2016 - 11/06/2017
MID ATLANTIC CAPITAL CORPORATION (PENNSBURG PA)
PA
07/28/2014 - 09/22/2016
MML INVESTORS SERVICES, LLC (HORSHAM PA)
PA
12/17/2003 - 07/07/2014
UNIVEST INVESTMENTS, INC. (SOUDERTON PA)
MO
10/01/2000 - 11/06/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/04/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 02/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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