Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen P. Schoenfeld is a financial professional with over 30 years of experience in the industry. Ellen is currently registered with J.P. Morgan Institutional Investments Inc. Ellen has held a Series 63, Series 7, and Series 24 license. Ellen was previously employed with OppenheimerFunds Distributor, Inc. Ellen holds a SIE license as well. Ellen is registered with the state of New York.
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
05/10/2013 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
07/05/1991 - 06/03/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 02/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ellen Schoenfeld is the right advisor for you? Invested Better is here to help.
