Unclaimed
Elaine Mayo is a financial advisor with J.P. Morgan Securities LLC. Elaine has been in the industry for over 10 years and holds Series 7, 63, 66, 79, and SIE licenses. Elaine is registered in 53 states and specializes in providing portfolio management services for individuals and businesses. Elaine also provides financial planning and selection of other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CT
12/19/2022 - Present
J.p. Morgan Securities LLC (SHELTON CT)
CT
08/15/2012 - 09/27/2013
MORGAN STANLEY (HARTFORD CT)
BC
Issued 03/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/19/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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