Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Kassen is a financial advisor with over 20 years of experience in the industry. Elizabeth is currently registered with Hornor, Townsend & Kent, LLC. Elizabeth holds a Series 63 and 66 license and has completed several other FINRA exams. Elizabeth has previously worked with several other firms including LPL Financial LLC, Heim, Young & Associates, Inc., and CUSO Financial Services, L.P.. Elizabeth specializes in providing financial advice to individuals and families, as well as businesses. Elizabeth is dedicated to helping clients achieve their financial goals and is committed to providing personalized service.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
PA
04/24/2024 - Present
Hornor, Townsend & Kent, LLC (Conshohocken PA)
SC
03/19/2024 - 05/10/2024
LPL FINANCIAL LLC (FORT MILL SC)
MO
07/25/2023 - 01/10/2024
HEIM, YOUNG & ASSOCIATES, INC. (SPRINGFIELD MO)
TX
06/22/2023 - 08/02/2023
CUSO FINANCIAL SERVICES, L.P. (Sante Fe TX)
CA
06/22/2023 - 08/02/2023
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
NY
04/11/2023 - 08/02/2023
CADARET, GRANT & CO., INC. (SYRACUSE NY)
TX
02/08/2018 - 01/31/2023
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
05/21/2015 - 01/18/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
02/14/2012 - 04/30/2015
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
04/22/2011 - 02/14/2012
FIRST ALLIED SECURITIES, INC. (FRIENDSWOOD TX)
NE
12/06/2007 - 07/17/2009
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MO
07/11/2007 - 10/31/2007
FFP SECURITIES, INC. (CHESTERFIELD MO)
MO
12/15/2005 - 06/28/2007
SIGNATOR INVESTORS, INC. (ELLISVILLE MO)
MO
08/28/2002 - 12/14/2005
FFP SECURITIES, INC. (CHESTERFIELD MO)
MO
06/21/2001 - 08/23/2002
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 07/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/03/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/28/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/10/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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