Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eliot? Claim Your ProfileEliot Meshulam is a financial advisor with over 15 years of experience in the industry. Eliot has been registered with J.p. Morgan Securities LLC since October 2012. Prior to that, Eliot worked with CHASE INVESTMENT SERVICES CORP. from May 2007 to October 2012. Eliot is currently registered in New Jersey, New York and Texas. Eliot holds the Series 6, 7, 63 and 65 licenses as well as the SIE. Eliot specializes in providing financial advice to individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.
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
NY
09/22/2017 - Present
J.p. Morgan Securities LLC (MONSEY NY)
NY
12/23/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEWBURGH NY)
NY
05/16/2007 - 12/22/2009
CHASE INVESTMENT SERVICES CORP. (NYACK NY)
IA
Issued 02/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2007
Series 6 - Investment Company Products/Variable Contracts 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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