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Elizabeth Antoinette Haas

Essex Financial Services, Inc.

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About Elizabeth Antoinette Haas

Elizabeth Antoinette Haas is a registered Investment Advisor Representative with Essex Financial Services, Inc. Elizabeth has been in the industry since 1986 and has been with Essex Financial Services, Inc. since 2009. Elizabeth is licensed in Connecticut and holds Series 7, 99TO, SIE, and 66 licenses. Elizabeth has a background in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Elizabeth is also the owner of Cozy Naturals Company LLC.

Firm Information

Elizabeth Haas is currently registered with Essex Financial Services, Inc.. Essex Financial Services, Inc. is a terminated Corporation formed in 2003. Based in Essex, CT, they provided financial planning, pension consulting, and portfolio management services for individuals, businesses, and institutional clients. They managed over $3.77 billion in regulatory assets for clients.
Essex Financial Services, Inc.

176 WESTBROOK ROAD

ESSEX, CT 06426

$3.77B

Assets Under Management

1

Total Clients

30

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elizabeth Haas’s Registration & Firm History

CT

11/02/2010 - Present

Essex Financial Services, Inc. (ESSEX CT)

CT

06/02/2021 - 12/31/2023

THE LEADERS GROUP, INC. (Essex CT)

CT

05/19/2009 - 06/01/2021

ESSEX FINANCIAL SERVICES, INC. (ESSEX CT)

NA

12/23/1986 - 02/24/1988

E. F. HUTTON & COMPANY INC

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Licenses & Designations

BOTH

Issued 05/17/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/26/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Antoinette Haas.
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