Unclaimed
Elyanna E. Rivas is a financial advisor with J.p. Morgan Securities LLC. Elyanna has been in the financial services industry since 2019. Elyanna holds licenses for Series 7, 66 and SIE exams. Elyanna has experience working with UBS Financial Services Inc. and has been registered in multiple states including California, Connecticut, Delaware, District of Columbia, Georgia, Illinois, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas. Elyanna specializes in providing financial planning services, portfolio management services for individuals and businesses, and pension consulting services. Elyanna works with a range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Elyanna has a commitment to providing personalized financial advice and helping her clients achieve their financial goals.
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
NY
01/12/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
09/17/2021 - 12/26/2023
UBS FINANCIAL SERVICES INC. (New York NY)
BOTH
Issued 10/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2019
SIE - Securities Industry Essentials 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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