Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth McKenna is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Elizabeth has been in the financial services industry since January 24, 2000. Elizabeth is registered with the state of New Jersey and Texas as a broker-dealer and investment advisor. Elizabeth holds the Series 63, Series 65, Series 7, and SIE securities licenses. Elizabeth has a CFP designation. In addition to working with Merrill Lynch, Elizabeth also devotes time to The Rose House, a non-profit organization that provides community-based residential services and self-directed services for individuals with special needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
04/05/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLORHAM PARK NJ)
NJ
07/01/2003 - 08/19/2014
WELLS FARGO ADVISORS, LLC (SHORT HILLS NJ)
NY
01/25/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Elizabeth McKenna is the right advisor for you? Invested Better is here to help.
