Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth A. Bartunek is a financial advisor at J.p. Morgan Securities LLC. Elizabeth is a registered representative in North Carolina, New Jersey and Texas. She has been in the financial services industry since 2005. Elizabeth has a strong background in helping individuals and families achieve their financial goals. She is committed to providing personalized advice and investment strategies that are tailored to her clients' unique needs. Elizabeth has a deep understanding of the financial markets and can help her clients navigate the complexities of investing. She is also a skilled communicator and can effectively explain complex financial concepts in a way that is easy to understand.
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
NC
08/20/2018 - Present
J.p. Morgan Securities LLC (Cornelius NC)
NY
10/14/2011 - 05/11/2015
LPL FINANCIAL LLC (YONKERS NY)
NY
06/13/2008 - 10/03/2011
EDWARD JONES (STONY POINT NY)
NY
08/09/2006 - 06/17/2008
HSBC SECURITIES (USA) INC. (PEARL RIVER NY)
NY
08/16/2005 - 06/19/2006
MORGAN STANLEY DW INC. (PEARL RIVER NY)
BOTH
Issued 09/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/2005
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
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