Unclaimed
Ellis Curbelo Jeffay is a financial advisor with Dimensional Fund Advisors LP, a firm registered with the Securities and Exchange Commission (SEC). Ellis is a Certified Financial Planner™ professional. Ellis has been in the financial services industry for 6 years. Ellis is licensed in North Carolina and Texas. Ellis specializes in portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Ellis has experience working with insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, pension and profit-sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
03/29/2022 - Present
Dimensional Fund Advisors LP (CHARLOTTE NC)
NC
08/18/2016 - 11/02/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 09/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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