Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eloise? Claim Your ProfileEloise Anderson Ughetta is a financial professional with over 6 years of experience in the industry. Eloise is currently registered with J.p. Morgan Securities LLC and has been active in the broker-dealer space since 2021. Prior to joining J.p. Morgan Securities, Eloise was with CREDIT SUISSE SECURITIES (USA) LLC. Eloise holds the Series 63, Series 79, and SIE licenses and is licensed in 53 states.
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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NY
09/23/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
CA
07/31/2017 - 09/17/2021
CREDIT SUISSE SECURITIES (USA) LLC (San Francisco CA)
BC
Issued 08/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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