Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Scafa is an investment advisor representative with Avantax Advisory Services. Elizabeth has been in the industry since 1999 and has a broad range of experience in financial planning, portfolio management and insurance. Elizabeth holds Series 7, 31, and 63 licenses as well as the Series 65 license, making her qualified to provide both investment advice and sell securities. Elizabeth is also a Certified Financial Planner. Elizabeth is a member of the Mercer County Estate Planning Council, providing networking and educational opportunities for estate planners and related specialists. Elizabeth serves a variety of clients, including individuals, businesses, and retirement plans.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
04/06/2004 - Present
Avantax Advisory Services (Pennington NJ)
NY
11/18/1999 - 03/02/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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