Unclaimed
Elizabeth Antosz is an investment professional with over 16 years of experience in the financial services industry. Elizabeth has been with J.P. Morgan Securities LLC since 2012. Elizabeth is a registered representative and investment advisor representative in New Jersey, New York and Texas. Elizabeth holds the Series 7, Series 62, Series 63, Series 65 and SIE licenses. Elizabeth has a strong background in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and institutions. Before joining J.P. Morgan Securities LLC, Elizabeth was employed with Chase Investment Services Corp., Citigroup Global Markets Inc., and PHD Capital.
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
05/13/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
12/20/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
06/30/2010 - 12/21/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/02/2009 - 02/23/2009
PHD CAPITAL (NEW YORK NY)
NY
07/06/2005 - 10/17/2008
PHD CAPITAL (NEW YORK NY)
IA
Issued 01/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2005
Series 62 - Corporate Securities Limited 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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