Unclaimed
Elizabeth Rahn is an investment advisor representative at J.P. Morgan Securities LLC, with over 16 years of experience in the financial services industry. Elizabeth holds Series 7, 31, 63 and 66 licenses, and the SIE exam. Elizabeth is registered with the state of California as a both a broker and an investment advisor, and is also registered with the state of Texas as an investment advisor. In addition to her work at J.P. Morgan Securities LLC, Elizabeth also serves as a Trustee for Children's Hospital Los Angeles. Elizabeth specializes in providing financial planning, pension consulting, 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
CA
03/01/2024 - Present
J.p. Morgan Securities LLC (Los Angeles CA)
ME
07/17/2008 - 03/07/2012
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CA
02/26/2002 - 04/02/2008
SANFORD C. BERNSTEIN & CO., LLC (LOS ANGELES CA)
IA
Issued 03/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2007
Series 31 - Futures Managed Funds 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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