Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ylaiza gail? Claim Your ProfileYlaiza Gail Elliott is a financial advisor with J.P. Morgan Securities LLC, based in Shakopee, MN. Ylaiza has over 5 years of experience in the financial services industry, with previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Ylaiza is licensed to provide financial advice in Minnesota and holds several industry certifications, including Series 6, 7, 63, and 65 licenses. Ylaiza specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions.
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
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2
MN
06/16/2023 - Present
J.p. Morgan Securities LLC (Shakopee MN)
MN
02/07/2020 - 04/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMINGTON MN)
MN
08/29/2017 - 01/16/2020
WELLS FARGO CLEARING SERVICES, LLC (LAKEVILLE MN)
BC
Issued 08/10/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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