Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Kusen is an investment professional with over 25 years of experience in the financial services industry. She has a strong background in providing investment advice to individual investors, families, and small businesses. Elizabeth is currently registered with Cetera Investment Advisers LLC and has held previous registrations with American Express Financial Advisors Inc. and IDS Life Insurance Company. Her areas of expertise include financial planning, portfolio management, and retirement planning. Elizabeth is committed to providing her clients with personalized service and helping them 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.
1
2
PA
10/14/2004 - Present
Cetera Investment Advisers LLC (BRIDGEVILLE PA)
MN
07/02/1996 - 05/06/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/02/1996 - 05/06/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/8/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Kusen is the right advisor for you? Invested Better is here to help.
