Invested Better
Unclaimed

Unclaimed

Unclaimed

Elizabeth Peterson Wahlig

MRA Advisory Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your Profile

About Elizabeth Peterson Wahlig

Elizabeth Wahlig is an Investment Advisor Representative with MRA Advisory Group, where has been registered since 2018. Elizabeth has been in the financial services industry for over 7 years. She is registered with the state of New Jersey. Prior to joining MRA Advisory Group, Elizabeth was employed by SECURIAN FINANCIAL SERVICES, INC.. Elizabeth holds the Series 63, Series 7, and SIE securities licenses. Elizabeth's professional specializations include financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Elizabeth Wahlig is currently registered with MRA Advisory Group. MRA Advisory Group is an investment advisor based in Parsippany, NJ with $246,036,289 in regulatory assets under management. The firm primarily works with high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans. The firm offers a wide range of services, including financial planning, portfolio management for individuals, and educational seminars.
MRA Advisory Group

3799 US HIGHWAY 46

PARSIPPANY, NJ 07054

$246.04M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Elizabeth Wahlig’s Registration & Firm History

NJ

10/06/2020 - Present

MRA Advisory Group (Parsippany NJ)

NJ

07/01/2015 - 01/26/2018

SECURIAN FINANCIAL SERVICES, INC. (Martinsville NJ)

Not sure if Elizabeth Peterson Wahlig is right for you?

Licenses & Designations

BC

Issued 10/26/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Peterson Wahlig.
Not sure if Elizabeth Peterson Wahlig is right for you?