Unclaimed
Eva Braxton is a financial advisor who has been in the industry since 2010. Eva is currently registered with LPL Financial LLC and has been with them since March 2021. Previously, Eva worked with BMO Harris Financial Advisors, Inc. and J.P. Morgan Securities LLC. Eva is licensed to provide financial advice in Illinois. Eva holds Series 6, Series 63 and SIE licenses.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
03/24/2021 - Present
LPL Financial LLC (CHICAGO IL)
IL
06/23/2017 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
09/06/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NORTHLAKE IL)
BC
Issued 07/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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