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Elizabeth Ann Plotkin

Newedge Advisors

Bayside, WI

New Orleans, LA

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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-07-02
  • WI RA
    APPROVED
    Since 2026-07-02

Branch Locations

Bayside, WI • United States

858 Camp Street, New Orleans, LA 70130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Investment Services, Llc Milwaukee WI 01/2012 11/2023
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2012 11/2023
Empower Financial Services, Inc Greenwood Village CO 01/2024 12/2025
Newedge Securities Llc Pittsburgh PA 02/2026 Present
  • 01/2012 → 11/2023
    Northwestern Mutual Investment Services, Llc
    Milwaukee, WI
  • 01/2012 → 11/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2024 → 12/2025
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 02/2026 → Present
    Newedge Securities Llc
    Pittsburgh, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-29
S63 Uniform Securities Agent State Law Examination 2006-12-27
  • S66 Uniform Combined State Law Examination
    2024-07-29
  • S63 Uniform Securities Agent State Law Examination
    2006-12-27
Other Names
  • Elizabeth Plotkin Stevens
  • Liz Plotkin
  • Elizabeth P Stevens

View on SEC IAPD

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