Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elaina? Claim Your ProfileElaina Lynn Flynn is a financial advisor with Morgan Stanley, where she has been employed since June 2014. Elaina has experience in the financial services industry since May 2010 and previously worked at UBS Financial Services Inc. and J.P. Morgan Securities LLC. Elaina is registered in 27 states as a broker-dealer and investment advisor representative. Elaina's expertise covers a wide range of financial services, including portfolio management for individuals, businesses and investment companies, financial planning, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/16/2021 - Present
Morgan Stanley (Jericho NY)
NY
09/26/2016 - 02/15/2017
UBS FINANCIAL SERVICES INC. (JERICHO NY)
NY
06/19/2014 - 09/09/2016
MORGAN STANLEY (NEW YORK NY)
NY
03/04/2009 - 04/10/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 08/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/19/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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