Unclaimed
Ellen Marie Davis is a registered representative with J.P. Morgan Securities LLC and has been in the industry since 1996. Ellen has experience working with various clients, including individuals, corporations, and pension and profit-sharing plans. Ellen specializes in providing financial planning, portfolio management, and selection of other advisors. Ellen has a strong track record of success and is committed to providing her clients with personalized service and customized solutions. Prior to joining J.P. Morgan Securities LLC, Ellen worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and Chase Investment Services Corp.
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
MI
07/11/2016 - Present
J.p. Morgan Securities LLC (PLYMOUTH MI)
MI
09/30/2013 - 06/23/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANN ARBOR MI)
MI
05/29/2013 - 09/26/2013
MORGAN STANLEY (ANN ARBOR MI)
MI
10/01/2012 - 05/10/2013
J.P. MORGAN SECURITIES LLC (ANN ARBOR MI)
MI
08/27/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BRIGHTON MI)
MI
10/01/2008 - 08/27/2010
J.P. MORGAN SECURITIES INC. (ANN ARBOR MI)
MI
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (ANN ARBOR MI)
MI
01/26/2000 - 07/01/2006
BANC ONE SECURITIES CORPORATION (ANN ARBOR MI)
NJ
10/01/1997 - 01/28/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
09/24/1996 - 09/17/1997
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 07/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1996
Series 7 - General Securities 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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