Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Neuman has been a registered advisor for nearly 30 years, and is currently registered with Kingswood Wealth Advisors, LLC, in New Jersey. Elizabeth has extensive experience in the industry, having previously worked at several well-known firms, including Cantella & Co., Inc., Raymond James Financial Services, Inc., Morgan Stanley DW Inc., Salomon Smith Barney Inc., and Paine Webber Incorporated. Elizabeth holds licenses in several states, including Florida, New Jersey, New York, Connecticut, Massachusetts, Pennsylvania, South Carolina, Virginia, and Washington.
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.
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.
Hourly consulting
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
FL
11/28/2022 - Present
Kingswood Wealth Advisors, LLC (West Palm Beach FL)
FL
05/14/2003 - 11/30/2022
CANTELLA & CO., INC. (West Palm Beach FL)
FL
08/15/2001 - 05/13/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
07/18/2000 - 04/03/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/12/1998 - 07/24/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
07/26/1995 - 05/20/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/03/1992 - 05/25/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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