Unclaimed
Elizabeth Mata Ramirez is a financial advisor currently registered with J.P. Morgan Securities LLC. Elizabeth has been in the industry since March 20, 2017. Elizabeth has a Series 7 and Series 66 license. Elizabeth also has a Series SIE license and is active in both broker-dealer and investment advisor capacity. Elizabeth is also a registered representative in Texas. Elizabeth's current employment is with J.P. Morgan Securities LLC and previously worked with Capital One Investing, LLC. Elizabeth's experience includes a previous role as a service manager at HEB Grocery Store.
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
TX
06/15/2018 - Present
J.p. Morgan Securities LLC (COLLEGE STATION TX)
VA
03/21/2017 - 06/15/2018
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
BOTH
Issued 07/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2017
Series 7 - General Securities 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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