Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth America Berens is a financial advisor with over 18 years of experience in the financial services industry. Elizabeth has a wide range of experience in the financial services industry, having worked for Citigroup Global Markets Inc and Citicorp Investment Services in the past. Elizabeth currently works for CHARLES SCHWAB & CO., INC. and holds registrations in 22 states. Elizabeth is also registered as a Registered Representative with FINRA and has a Series 7, Series 6, Series 63 and Series 66 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
01/02/2019 - Present
Charles Schwab & CO., Inc. (Plantation FL)
FL
05/29/2007 - 05/09/2012
CITIGROUP GLOBAL MARKETS INC. (WESTON FL)
FL
03/01/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (TAMARAC FL)
BOTH
Issued 8/9/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 2/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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