Unclaimed
Elena Sickles is a financial advisor with Edward Jones, a firm with over 20,000 employees and $824.9 billion in regulatory assets under management. Elena has over 16 years of experience in the financial industry and holds the Series 7 and Series 66 licenses. Elena is also a Certified Financial Planner™. She works with individuals, families, businesses, and retirement plans, providing financial planning, investment management, and retirement planning services. Elena has a strong commitment to providing her clients with personalized financial advice to help them reach their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
PA
12/17/2018 - Present
Edward Jones (BLUE BELL PA)
BOTH
Issued 02/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2007
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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