Broker Check
Elizabeth Herman

Elizabeth Herman

Registered Investment Advisor

Liz has over 30 years' experience in the Financial Services Industry. She is licensed for Life, Accident and Health Insurance and has earned her FINRA Series 6 (Investment Company products / Variable contracts Limited Representative), 63 (Uniform Securities Agent State Law Examination), a 65 (Investment Advisor), and 7 (General Securities Representative) Registrations..

Liz is actively involved in her community through the Local Business and Professional Women's Group, Love Upper Perk, and Quakertown Rotary Club.