Unclaimed
Jaison Ellis is a financial professional with over 10 years of experience in the industry. Jaison is currently registered with Wells Fargo Securities, LLC in Charlotte, North Carolina and is Series 63, SIE and Series 79 licensed. Jaison's previous experience includes working with BMO Capital Markets Corp. in New York, NY. Jaison's professional experience and qualifications provide clients with a breadth of knowledge and expertise in the financial services industry.
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.
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.
1
2
NC
09/17/2013 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
NY
04/28/2011 - 08/22/2013
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
BC
Issued 07/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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