Elizabeth Cheng, financial advisor West Hartford CT
90 score

Elizabeth Cheng

CRD Number: 6020308
Current Firm: Northwestern Mutual Investment Services,llc

Elizabeth Cheng (CRD# 6020308) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in West Hartford, CT and has over 3 years of experience in the finance industry.

Similar Advisors
James Thibault, financial advisor West Hartford CT
James A. Thibault
CRD# 4837211
Barron Financial Group, LLP
Score
105
Similar Advisors
Timothy Baker, financial advisor West Hartford CT
Timothy J. Baker
CRD# 5030137
Wealthshape LLC
Score
103
Similar Advisors
Carrie Kulig, financial advisor West Hartford CT
Carrie N. Kulig
CRD# 2871845
Garrett Investment Advisors, LLC
Score
103
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Jeffrey Zuzolo West Hartford, CT Nov 2013 - Current 3
Northwestern Mutual Investment Services, LLC West Hartford, CT Aug 2013 - Current 3
Northwestern Mutual Investment Services, LLC West Hartford, CT Jan 2015 - Mar 2016 1
Luxe Event Enfield, CT Apr 2013 - Nov 2014 1
Jeffrey Zuzolo West Hartford, CT Jun 2013 - Oct 2013 < 1
Ing Windsor, CT Jan 2012 - Jun 2013 1
Td Bank West Hartford, CT Feb 2011 - Jan 2012 < 1
Kohl's Enfield, CT Jul 2009 - Feb 2011 1
New York University New York, NY Jan 2008 - Jul 2009 1
Ciampa Organization Flushing, NY Nov 2007 - Jan 2008 < 1
Unemployed East Elmhurst, NY Sep 2007 - Nov 2007 < 1
Storage Express Bloomington, IN Aug 2003 - Sep 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Elizabeth Cheng
Phone Number: 866-664-7737
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.