Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Wilborn is a financial advisor with J.P. Morgan Securities LLC. Ellen has been in the industry since 2001 and has held several positions at different firms. Ellen has earned her Series 6, 7, 63, 66, and 26 licenses, along with the SIE exam. Ellen specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Ellen currently serves clients in Durham, North Carolina, and surrounding areas.
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
NC
12/24/2021 - Present
J.p. Morgan Securities LLC (Durham NC)
NC
07/26/2019 - 10/19/2021
W&S BROKERAGE SERVICES, INC. (Cary NC)
VA
12/18/2015 - 07/16/2019
VALIC FINANCIAL ADVISORS, INC. (NORTH CHESTERFIELD VA)
VA
05/15/2006 - 10/15/2015
BB&T INVESTMENT SERVICES, INC. (LYNCHBURG VA)
MO
10/28/2004 - 04/18/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IL
11/06/2001 - 09/27/2004
MWA FINANCIAL SERVICES, INC. (ROCK ISLAND IL)
BOTH
Issued 11/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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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