Elizabeth HaasCRD Number: 1407406
Current Firm: Essex Financial Services, Inc.
Elizabeth Haas (CRD# 1407406) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 30 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
Sagepoint Financial, Inc.
Kanner Financial Services LLC
|Essex Financial Services Inc.||Essex, CT||Jan 2009 - Current||8|
|Shoreline Financial Advisors||Madison, CT||Jan 2002 - Jan 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1987|
|S66||NASAA Uniform Combined State Law Examination||May 2010|
Total Assets Under Management2,704MILLIONS
Total Number of Accounts5,287ACCOUNTS
Average Account Value$511,516
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA