Elizabeth Shamir (CRD# 1557600) is an Investment Advisor Representative working at Certior Financial Group, LLC in East Norriton, PA and has over 26 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Certior Financial Group, Llc F/k/a Kantor Financial Group, LLC | East Norriton, PA | Jun 2017 - Current | 6 |
| Mutual Securities, Inc. | Camarillo, CA | Jun 2017 - Dec 2022 | 5 |
| Voya Financial Advisors | East Norriton, PA | Sep 2014 - Jun 2017 | 2 |
| Financial Independence Planning, LLC | East Norriton, PA | Jul 2012 - Jun 2017 | 4 |
| Ing Financial Partners, Inc. | Conshohocken, PA | Jan 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- PA
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Total Assets Under Management364MILLIONS
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Total Number of Accounts1,698ACCOUNTS
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Average Account Value$214,289
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, LA, MA, NJ, NY, PA, SC, TX, WY
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