Unclaimed
Elida Zeneli is an investment advisor representative at J.P. Morgan Securities LLC, Elida has been in the industry since April 2018 and has a strong track record of providing financial advice to clients. Elida is licensed in Michigan, North Carolina, Texas, and California. Elida specializes in portfolio management for individuals and businesses, as well as financial planning, and pension consulting. Elida has previously held positions at Fifth Third Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Elida is dedicated to providing her clients with the highest quality financial advice and guidance.
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
MI
04/12/2024 - Present
J.p. Morgan Securities LLC (FORT GRATIOT MI)
RI
02/03/2022 - 11/25/2022
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MI
10/21/2021 - 01/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND BLANC MI)
MI
11/01/2019 - 06/24/2021
FIFTH THIRD SECURITIES, INC. (ST. CLAIR MI)
MI
10/20/2017 - 10/23/2019
J.P. MORGAN SECURITIES LLC (SHELBY TOWNSHIP MI)
IA
Issued 12/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2017
Series 6 - Investment Company Products/Variable Contracts 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
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