Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Lesar is a financial advisor with J.P. Morgan Securities LLC in NEW YORK, NY. Elizabeth Lesar has been in the industry since 1997 and holds several licenses and registrations, including Series 3, 7, 9, 55, 63, and 66. Elizabeth Lesar has experience with several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, and Financial Resources Group Investment Services, LLC. Elizabeth Lesar's experience includes portfolio management for individuals and businesses.
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
04/03/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
07/29/2019 - 04/04/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/23/2018 - 08/26/2019
LPL FINANCIAL LLC (SOUTH HAMPTON NY)
NY
05/01/2018 - 07/29/2019
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (SOUTHHAMPTON NY)
NY
08/03/2016 - 04/23/2018
CAPITAL ONE INVESTING, LLC (MELVILLE NY)
NY
04/26/2016 - 07/06/2016
J.P. MORGAN SECURITIES LLC (EAST HAMPTON NY)
NY
02/24/2015 - 02/01/2016
MORGAN STANLEY (NEW YORK NY)
NY
05/14/2012 - 02/27/2013
REVERE SECURITIES CORP. (NEW YORK NY)
NY
02/16/2006 - 05/22/2006
DAHLMAN ROSE & COMPANY, LLC (NEW YORK NY)
NY
08/05/2004 - 03/06/2006
BGC FINANCIAL INC. (NEW YORK NY)
NY
11/29/2000 - 08/25/2004
BURLINGTON CAPITAL MARKETS INC. (NEW YORK NY)
FL
05/17/1994 - 11/15/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
07/25/1991 - 03/10/1995
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NY
02/14/1989 - 01/01/1991
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BOTH
Issued 03/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2013
Series 3 - National Commodity Futures Examination
BC
Issued 05/11/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2001
Series 55 - Limited Representative-Equity Trader Exam
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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