Unclaimed
Elsie Johannie Vales is a registered representative with J.p. Morgan Securities LLC. Elsie is a securities professional with experience in the financial industry. Elsie has passed the Series 6 and SIE exams and is licensed in the state of Florida. Elsie has been in the industry since January 1, 2014. Elsie's current branch office location is in Miami, Florida. Elsie specializes in a variety of financial services, including investment advisory, portfolio management, securities, investment company products, and variable contracts.
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
FL
01/02/2014 - Present
J.p. Morgan Securities LLC (MIAMI FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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