Harriet Litz

Current Employers

Employment History

• 04/1996 → Present
  Harriet R. Litz, P.C.
  Lansdale, PA
• 01/2011 → Present
  Financial Independence Planning, Llc
  Lansdale, PA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Lansdale, PA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-02-03 → 2021-06-09
  Voya Financial Advisors, Inc.
  Lansdale, PA
  Conshohocken, PA

Other Businesses

NAME OF ENTITY:Harriet R Litz, Esq; No; 3881 Skippack Pike PO Box 1368; Skippack; PA; 19474; Trustee, executive, agent; Attorney; 4/1/1996; 2; 2; From time to time, a client requests appointment of me as executor, trustee, agent under their estate documents.|NAME OF ENTITY:Mullaney & Mullaney; No; 3881 SKIPPACK PIKE PO BOX 1368; SKIPPACK; PA; 19474; Law Firm; Lawyer; 8/1/2008; 1; 1; Primarily estate planning, administration, counseling and some civil litigation|NAME OF ENTITY:Financial Independence Planning, LLC; Yes; 33 JENKINS AVE; LANSDALE; PA; 19446; advisory services, financial planning, sale of securities, insurance, investment products; Investment Adviser, Rep; 1/1/2011; 8; 0; advisory, financial planningpotential fees and commissions|NAME OF ENTITY:Harriet R Litz, PC; Yes; 33 JENKINS AVE; LANSDALE; PA; 19446; Legal Services; Attorney; 4/1/1996; 160; 160; I am a licensed attorney, estate planning, administrator, counseling, litigation and all related securities.|

Exams

• S66 Uniform Combined State Law Examination
  2011-01-14