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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Concord, NH

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Benoit is a financial advisor with over 10 years of experience in the industry. Elizabeth is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed to offer investment advice in several states including New Hampshire, Massachusetts, Florida, and Georgia. Prior to joining Cambridge Investment Research Advisors, Inc. Elizabeth has held positions at Lincoln Financial Securities Corporation and Commonwealth Financial Network. Elizabeth holds the Series 6, 7TO, and 63 licenses, as well as the SIE and Series 65. Elizabeth specializes in financial planning, portfolio management, and investment advice. Elizabeth is committed to providing her clients with personalized financial advice that helps them achieve their goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Pittsburgh, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Kline is a financial advisor with over 4 years of experience in the financial services industry. Elizabeth Kline is currently registered with Cambridge Investment Research Advisors, Inc. in Pennsylvania. Previously, Elizabeth Kline was employed by Federated Securities Corp. in Pennsylvania. Elizabeth Kline holds the Series 66, Series 7TO and SIE licenses. Elizabeth Kline is also a registered investment advisor representative. Elizabeth Kline's primary focus is providing financial planning, portfolio management and educational seminars to individuals, high-net-worth individuals, pension and profit-sharing plans and state or municipal government entities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Penacook, NH

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Hodgdon is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm with over 3,000 advisors located across the United States. Elizabeth is registered to provide investment advice in 12 states including New Hampshire, Massachusetts, Florida, Georgia, and New York. Elizabeth has been in the financial services industry since 2000 and has been with Cambridge Investment Research Advisors, Inc. since 2020.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

JACKSONVILLE, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Stern is a registered representative with GWN Securities Inc. Elizabeth is a seasoned financial professional with over twenty years of experience in the industry. Her expertise lies in developing tailored financial strategies for both individuals and corporations, with a particular focus on high net worth individuals. Throughout her career, Elizabeth has held positions at prominent firms including Questor Capital Corporation and USALLIANZ Securities, Inc. She is dedicated to understanding her clients' financial goals and providing them with the guidance they need to achieve their objectives. Elizabeth is committed to building strong relationships with her clients and providing them with personalized financial advice.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Danville, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Anne Mintzer is a financial advisor with Cambridge Investment Research Advisors, Inc. Elizabeth has been a registered representative for over 6 years. Elizabeth holds a Series 7, Series 66 and SIE licenses. Elizabeth works with individuals, families, and small businesses. She specializes in retirement planning, college savings, and investment management. Elizabeth is committed to providing her clients with personalized financial advice and guidance. Elizabeth also holds the Certified Financial Planner designation. Elizabeth is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Papillion, NE

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Williams is a financial advisor with Cambridge Investment Research Advisors, Inc. Elizabeth has been in the financial services industry since 2007. Elizabeth is a Certified Financial Planner and has been a registered representative with Cambridge Investment Research Advisors, Inc. since 2011. Elizabeth has held previous positions with FINANCIAL NETWORK INVESTMENT CORPORATION. Elizabeth has a strong focus on estate and wealth planning and is a member of the board of A Latere Academy in Omaha.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Las Vegas, NV

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Delgado is a financial advisor with over 20 years of experience in the industry. Elizabeth is currently registered with Cambridge Investment Research Advisors, Inc. and has held previous roles at TRICOR FINANCIAL, LLC and INVEST FINANCIAL CORPORATION. Elizabeth is registered in 24 states and holds a Series 66 license. Elizabeth's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Elizabeth is also a licensed insurance agent.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Portland, ME

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth McKenney has been an active investment advisor representative for over 20 years, with experience in both broker-dealer and investment advisor roles. Elizabeth is registered with Cambridge Investment Research Advisors, Inc. and is currently based in Portland, Maine. Elizabeth has a broad range of experience in the financial services industry, including financial planning, portfolio management, and pension consulting. Elizabeth is also a licensed insurance agent, providing additional services to clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Towers Watson Investment Services, Inc. | CFA ® (Certifications)

location

Clayton, MO

0 Disclosures

ADVISOR BIO

Elizabeth Marie Ashmore is a financial advisor with Towers Watson Investment Services, Inc. Elizabeth has a background in financial services and holds the Chartered Financial Analyst designation. Elizabeth's areas of expertise include retirement planning, investment management, and insurance. Elizabeth's primary focus is on providing advisory services to clients in Clayton, MO, and the surrounding area.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
SEE SCHEDULE D, MISCELLANEOUS, FOR A DESCRIPTION OF OTHER ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Laguna Niguel, CA

0 Disclosures

ADVISOR BIO

Ellen Jampolsky is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. based in Laguna Niguel, CA. Ellen has been in the financial industry since 2011 and has worked for several firms including GEM in Los Angeles, CA and Flexfire LEDs in Costa Mesa, CA. Ellen holds a Series 65 license and has experience in providing financial planning and investment advice to individuals, businesses, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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