Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Messina is a financial advisor with over 18 years of experience. She has held positions at Oppenheimer & Co. Inc. and Oppenheimer Asset Management, where she provided investment advice to individuals, businesses, and institutions. Elizabeth has a wide range of experience in portfolio management, financial planning, and retirement planning. She is licensed to provide investment advice in New Jersey, New York, and Pennsylvania.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/28/2013 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
PA
02/24/2013 - 07/02/2013
BIONDO ASSET MANAGEMENT LLC (MILFORD PA)
NY
09/21/2007 - 05/01/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NJ
01/25/2001 - 07/23/2007
NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)
IA
Issued 04/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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