Unclaimed
Elyse Kanner is a registered representative with J.P. Morgan Securities LLC. Elyse is registered with the Securities and Exchange Commission (SEC) as well as the Financial Industry Regulatory Authority (FINRA). Elyse's registration is active in 53 states and jurisdictions. Elyse has passed the Series 63, Series 86, Series 87 and SIE exams. Elyse specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.
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
09/30/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 08/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/07/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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