Unclaimed
Elizabeth Teifer is an Investment Adviser Representative with Herbert J. Sims Capital Management, Inc. Elizabeth has been in the industry since 2012 and has experience providing customized investment management services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. Elizabeth specializes in providing brokerage services through the firm.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/15/2020 - Present
Herbert J. Sims Capital Management, Inc. (Red Bank NJ)
NJ
02/08/2012 - 02/04/2019
DAVID LERNER ASSOCIATES, INC. (LAWRENCEVILLE NJ)
BOTH
Issued 05/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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