Elizabeth Miriam Katrina Shamir

Employer firm

Certior Financial Group, LLC CRD 285502

$452M regulatory AUM 36 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 06/2017
  Financial Independence Planning, Llc
  East Norriton, PA
• 09/2014 → 06/2017
  Voya Financial Advisors
  East Norriton, PA
• 06/2017 → Present
  Certior Financial Group, Llc F/K/A Kantor Financial Group, Llc.
  East Norriton, PA
• 06/2017 → 12/2022
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2012-02-02 → 2017-06-15
  Voya Financial Advisors, Inc.
  Conshohocken, PA
  Lansdale, PA
  East Norriton, PA
• 2010-11-15 → 2012-01-17
  Mml Investors Services, Llc
  Radnor, PA

Other Businesses

1. Independent Insurance Agent, Sole Proprietor, Start Date: 2005, 2006 De Kalb Pike, East Norriton, PA 19401, Insurance Agency, Insurance Agent of Fixed Insurance, Not Investment Related, 3 Hours per month, 3 hours per day during trading hours. 2. Kantor Financial Group, LLC dba Certior Financial Group, LLC, Start Date: 06/16/2017, 2006 De Kalb Pike East Norriton, PA 19401, RIA, Financial Advisor, Investment Related, 160 hours per month, 6 hours per day during trading hours. 3. Congregation Beth Or Non Profit Organization Investment Committee No compensation 4. Tikvah AJMI Charity dedicated to improve the quality of life for adults of all ages with mental illness Board Member Since 04/2025 Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2005-12-23
• S63 Uniform Securities Agent State Law Examination
  1997-07-21

Designations

• Chartered Financial Analyst

Other Names

• Elizabeth Levenback
• Elizabeth Shamir