Unclaimed
Elizabeth Desautel is a financial advisor who has been in the industry since May 2019. Elizabeth is currently registered with J.p. Morgan Securities LLC. Elizabeth holds Series 7, 63, and 65 licenses and has been registered in 53 states. Elizabeth is a licensed investment advisor representative in Texas. Previously, Elizabeth worked with JPMorgan Chase Bank, TIAA, and US Trust. Elizabeth specializes in providing financial planning services, pension consulting, selection of other advisors, and portfolio management for both businesses and individuals.
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
MA
04/26/2023 - Present
J.p. Morgan Securities LLC (Boston MA)
IA
Issued 04/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2019
SIE - Securities Industry Essentials 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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