Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Valverde is a financial advisor with J.p. Morgan Securities LLC in Woodland Hills, California. Elizabeth has been in the financial industry since June 2020 and holds Series 63, Series 6TO and SIE licenses. Elizabeth has experience with NYLIFE Securities LLC and focuses on providing financial planning, pension consulting and selection of other advisors. Elizabeth Valverde has experience working with high net worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Elizabeth Valverde is also registered in California.
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
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2
CA
05/16/2022 - Present
J.p. Morgan Securities LLC (WOODLAND HILLS CA)
CA
07/20/2019 - 07/01/2021
NYLIFE SECURITIES LLC (WOODLAND HILLS CA)
BC
Issued 11/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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