EW
Elizabeth P. Wahlig
MRA ADVISORY GROUP
Mechanicsburg, PA
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CRD#: 6135134
EW
Professional summary
Elizabeth Peterson Wahlig, who also goes by Elizabeth Jane Peterson, is a registered financial advisor currently at MRA ADVISORY GROUP located in Mechanicsburg, Pennsylvania.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Elizabeth has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Jane Peterson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FALCONER & DAUGHTERS, LLC; 9 COUNTRYSIDE DRIVE SUMMIT NJ 07901; NOT INVESTMENT RELATED; OWNER; 04/2011-ONGOING; 10 HRS PER MONTH; 0 HRS PER MONTH DURING SECURITIES TRADING HRS** 05/2015-ONGOING; 1-3 HRS PER MONTH; 1-3 HRS PER MONTH DURING SECURITIES TRADING HRS. Part-time Director of Finance; Christian Churches United of Tri-State Area; Investment Related: No; 413 S. 19th St. Harrisburg, PA 17104; Description of the business: The organization is a nonprofit focused on providing services to the homeless. I help maintain an efficient and accountable Financial Office for all of CCU's programs and fund balances, as well as provide financial administration and monitoring of grant funding.; Responsibilities Duties: maintain general ledger on accounting software, In conjunction with office administrator, coordinate fiscal accounting entries, accounts receivable/payable, and management of receipt and expenditures for all CCU's programs, grants and fund balances, reconcile all accounts and funds on a monthly basis, In conjunction with executive director, report to and advise the Finance Committee regarding the current financial state of CCU, attending meetings of the committee on a regular basis, In conjunction with office administrator, maintain positive relationships with vendors and manage all CCU banking activities and relationships, track and file all necessary IRS 1099 forms, oversee bi-weekly payroll in conjunction with office administrator and outside payroll vendor, perform other duties as may be assigned by the Executive Director; Start date with business: 2022-01-03; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 80; Percentage of total yearly compensation expected to be derived from the business: 5.
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Peterson Wahlig's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 6, 2018 - Present
MRA ADVISORY GROUP
Office #2: 3799 Us Highway 46 Suite 100, Parsippany, NJ 07054-1060RIA
CRD#: 287933
Mechanicsburg, PA
Past
October 16, 2015 - January 26, 2018
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
Martinsville, NJ
Past
July 1, 2015 - January 26, 2018
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
Martinsville, NJ
Past
December 10, 2012 - April 27, 2015
CHATHAM WEALTH MANAGEMENT
RIA
CRD#: 111987
CHATHAM, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MA
MRA ADVISORY GROUP
MORRIS RETIREMENT ADVISORS, LLC | MRA ADVISORY GROUP
CRD#: 287933 / SEC#: 801-110363
RIA
Registered Investment Advisory firm - (5/16/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(2/6/2018)
IAR
Pennsylvania(10/6/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MA
MRA ADVISORY GROUP
MORRIS RETIREMENT ADVISORS, LLC | MRA ADVISORY GROUP
CRD#: 287933 / SEC#: 801-110363
RIA
Registered Investment Advisory firm - (5/16/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14 Walsh Drive Suite 302, Parsippany, NJ 07054
Mailing Address
Phone number
(844) 672-7623
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 401 |
| AUM (Assets Under Management) | $ 293,619,805 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
