Unclaimed
Elizabeth Locksley is a financial professional with over 30 years of experience in the industry. Elizabeth is currently registered with J.p. Morgan Institutional Investments Inc. Prior to her current role, Elizabeth held positions at J.P. MORGAN SECURITIES INC., CHASE SECURITIES INC., and BT SECURITIES CORPORATION. Elizabeth holds FINRA Series 3, 7, and 63 licenses, as well as the SIE exam. Elizabeth has a proven track record of success in the financial services industry and is committed to providing her clients with the highest level of service.
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.
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.
1
2
NY
06/15/2001 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
05/01/2001 - 06/15/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/14/1993 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/11/2001 - 02/08/2001
CHASE SECURITIES INC. (NEW YORK NY)
MD
12/22/1987 - 05/27/1993
BT SECURITIES CORPORATION (BALTIMORE MD)
BC
Issued 02/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1997
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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