Elizabeth P. Wahlig
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Peterson Wahlig's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 6, 2018 - Present
MRA ADVISORY GROUP
Office #2: 3799 Us Highway 46 Suite 100, Parsippany, NJ 07054-1060October 16, 2015 - January 26, 2018
SECURIAN FINANCIAL SERVICES, INC.
July 1, 2015 - January 26, 2018
SECURIAN FINANCIAL SERVICES, INC.
December 10, 2012 - April 27, 2015
CHATHAM WEALTH MANAGEMENT
Primary Firm SEC Registration
MRA ADVISORY GROUP
CRD#: 287933 / SEC#: 801-110363
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/6/2018)
(10/6/2020)
Exams
Current Firm
MRA ADVISORY GROUP
CRD#: 287933 / SEC#: 801-110363
Contact information
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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