Unclaimed
Elizabeth Griffin is a licensed investment advisor with J.P. Morgan Securities LLC. Elizabeth has been in the industry since 2015. Elizabeth has passed the Series 6, Series 99, and the SIE exams and holds a registration with FINRA. Elizabeth specializes in helping clients with financial planning, pension consulting, and the selection of other advisors. She also manages portfolios for individuals and businesses. Elizabeth's prior experience includes working at BANC ONE SECURITIES CORPORATION.
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
OH
02/09/2018 - Present
J.p. Morgan Securities LLC (Columbus OH)
IL
03/30/1999 - 05/22/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2018
Series 99 - Operations Professional Examination
BC
Issued 03/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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