Elizabeth Shamir has been an investment adviser representative at Certior Financial Group since June 2017, and is not listed among the firm’s executive officers or direct owners. Elizabeth Shamir holds a Bachelor's degree from Cornell University and an MBA from Columbia University.
Certior Financial Group, LLC is a King of Prussia, PA firm with $452M under management, 478 clients and 7 advisers across 3 offices, as of its March 2026 filing.
Elizabeth Shamir is Financial Advisor of Certior Financial Group. She has over 40 years of experience as an investment professional at progressive levels of responsibility. She started her planning practice in 2005 after having worked as an Equity Research Analyst.
Elizabeth Shamir’s longest registration is the current one, 9 years at Certior Financial Group since 2017. Before joining Certior Financial Group in 2017, Elizabeth Shamir was registered through Voya Financial Advisors, Inc. and MML Investors Services, LLC.
- Certior Financial Group, LLCCurrent– present · 9 yearsEast Norriton, PA · Adviser representative · Firm CRD 285502
- Voya Financial Advisors, Inc.– · 5 yearsLansdale, PA · Adviser representative · Firm CRD 2882
- MML Investors Services, LLC– · 1 yearBala Cynwyd, PA · Adviser representative · Firm CRD 10409
Professional designations
Listed by Certior Financial Group
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Elizabeth Shamir is registered as an investment adviser representative in Pennsylvania, since June 2017.
- PennsylvaniaSince 20 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 December 2005 |
| Series 7 | General Securities Representative Examination | 15 December 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 July 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 July 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Elizabeth Miriam Katrina Shamir
- CRD
- 1557600
- Firm
- Certior Financial Group · CRD 285502
- Office
- 2006 DeKalb Pike, East Norriton, PA 19401
- Registration
- Investment adviser registration
- In the industry since
- October 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- certiorfinancial.com
Where does Elizabeth Shamir work?
Elizabeth Shamir is an investment adviser representative registered through Certior Financial Group, LLC since June 2017, and is not listed among the firm’s executive officers or direct owners.
Is Elizabeth Shamir a financial advisor?
Yes. Elizabeth Shamir has a current investment-adviser registration in Pennsylvania, through Certior Financial Group since June 2017.
How many years of experience does Elizabeth Shamir have?
Elizabeth Shamir has 21 years in the financial industry, since October 2005, across 3 adviser firms.
What exams has Elizabeth Shamir passed?
Elizabeth Shamir has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 66. The earliest, the Series 63, was passed in July 1997. FINRA credited Elizabeth Shamir with the SIE, which began in October 2018.
Where did Elizabeth Shamir work before Certior Financial Group?
Before Certior Financial Group, Elizabeth Shamir was registered through Voya Financial Advisors, Inc., February 2012 to June 2017; MML Investors Services, LLC, November 2010 to January 2012.
Where is Elizabeth Shamir based?
Elizabeth Shamir’s registered office is in East Norriton, PA.
Is Elizabeth Shamir registered with FINRA?
No. Elizabeth Shamir has no current broker registration.
Is Elizabeth Shamir a CFP?
Certior Financial Group lists Elizabeth Shamir with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Elizabeth Shamir a CFA charterholder?
Certior Financial Group lists Elizabeth Shamir with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Elizabeth Shamir’s record?
Search CRD 1557600 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Shamir’s full registration record.
- Gery SadzewiczChief Compliance Officer
- Avi KantorManaging Member