Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elyssa joy? Claim Your ProfileElyssa Joy Verzosa is an Investment Advisor Representative and Registered Representative. Elyssa Joy Verzosa has been in the securities industry for 9 years. Elyssa Joy Verzosa is currently employed by Fidelity Personal AND Workplace Advisors, where Elyssa Joy Verzosa is registered with the State of California and State of Texas as an Investment Advisor Representative. Elyssa Joy Verzosa was previously employed by J.P. MORGAN SECURITIES LLC, where Elyssa Joy Verzosa was registered with both FINRA and the State of California.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
03/12/2020 - Present
Fidelity Personal AND Workplace Advisors (LOS GATOS CA)
CA
04/07/2014 - 11/06/2017
J.P. MORGAN SECURITIES LLC (MOUNTAIN VIEW CA)
IA
Issued 08/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Elyssa joy Verzosa is the right advisor for you? Invested Better is here to help.
