Unclaimed
Yasmin Elsayed is a financial advisor currently registered with J.P. Morgan Securities LLC in Boston, MA. Yasmin has been in the financial services industry since 2021 and has extensive experience in investment banking. Yasmin holds the Series 63, Series 79TO, and SIE licenses, and is registered to provide investment advice in all 50 states. Previously, Yasmin worked at SVB Securities LLC in Boston, MA.
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
MA
10/26/2023 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
08/16/2021 - 03/24/2022
SVB SECURITIES LLC (BOSTON MA)
BC
Issued 05/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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