Unclaimed
Elaine Meyers is a registered representative and investment advisor representative with J.P. Morgan Securities LLC. Elaine has been in the financial services industry since 1995. Elaine holds Series 7, 31, and 63 licenses and is registered in all 50 states as well as the District of Columbia. She has held previous positions with Credit Suisse Securities (USA) LLC and Citigroup Global Markets Inc.. Elaine is a financial advisor and Co-Trustee for The Levchin 2012 Irrevocable Trust. Elaine can offer clients a range of financial products and services including investment management, financial planning, pension consulting, 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
CA
01/06/2016 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
09/28/2005 - 02/01/2016
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
NY
05/03/1999 - 10/17/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/25/1997 - 05/03/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
10/24/1995 - 03/19/1997
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 08/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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