Unclaimed
Elias Mellul is a financial advisor registered with J.P. Morgan Securities LLC. Elias has been in the industry since 2013. Elias has experience in portfolio management, financial planning, and pension consulting. Elias also holds the Series 7, Series 63, and Series 66 licenses. Prior to working with J.P. Morgan, Elias worked with PNC Investments, Leumi Investment Services Inc., and National Securities Corporation. Elias is registered to provide financial advice in multiple states including Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Mississippi, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Puerto Rico, South Carolina, Texas, Virginia, and Wisconsin.
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
FL
02/18/2020 - Present
J.p. Morgan Securities LLC (Boynton Beach FL)
IL
11/23/2018 - 12/18/2019
PNC INVESTMENTS (CHICAGO IL)
IL
06/09/2017 - 08/10/2018
LEUMI INVESTMENT SERVICES INC. (CHICAGO IL)
IL
12/02/2013 - 11/23/2016
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
07/29/2013 - 10/15/2013
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 09/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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
Not sure Elias Mellul is the right advisor for you? Invested Better is here to help.