Elizabeth Kline is a registered investment advisor, based in Pittsburgh, PA, with 6 years of industry experience.
Location
368 Butler St., Pittsburgh, PA, 15223
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth works as an advisory representative of a registered investment advisor (RIA) since August 2024. This takes about half of her time, with about a quarter of her time spent on trading activities.
Employment History
Current Registrations
Duncan Financial Planning Advisors
March 2026 - Present · 2 mos
Cambridge Investment Research, INC.
August 2024 - Present · 1 yr 9 mos
Cambridge Investment Research Advisors, INC.
August 2024 - Present · 1 yr 9 mos
Cambridge Investment Research, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Federated Global Investment Management CORP.
December 2019 - July 2024 · 4 yrs 7 mos
Federated Investment Counseling
December 2019 - July 2024 · 4 yrs 7 mos
Federated Securities CORP.
December 2019 - July 2024 · 4 yrs 7 mos
Mdt Advisers, a Division of Federated Mdta LLC
December 2019 - July 2024 · 4 yrs 7 mos
Federated Securities CORP.Broker
September 2019 - July 2024 · 4 yrs 10 mos
State Registrations7 states
AZCAFLMDNCPASC
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Exams
No exam information available for this advisor.