Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Brozena is a financial advisor with Modera Wealth Management, LLC, providing financial advice to individuals, businesses, and institutions. Elizabeth is registered with the state of New Jersey and New York, and has been in the industry since 2015. Prior to joining Modera Wealth Management, LLC, Elizabeth worked at Wells Fargo Clearing Services, LLC and Credit Suisse Securities (USA) LLC. Elizabeth is a Certified Financial Planner and has extensive experience in financial planning, portfolio management, and pension consulting.
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.
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.
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NJ
01/03/2022 - Present
Modera Wealth Management, LLC (WESTWOOD NJ)
NY
03/16/2016 - 06/22/2020
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
08/20/2015 - 04/08/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 08/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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