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Erlloisse Magan

is a self-motivated, energetic Financial Advisor with over 20 years of experience in Financial Services

About Me

Erlloisse Magan is a self-motivated, energetic Financial Advisor with over 20 years of experience in Financial Services, ranging from discount & full-service brokerage, wealth management, financial planning, and retirement accounts. Erlloisse Magan has renowned expertise in understanding client needs while developing and maintaining long-term relationships with various investors. She also works effectively in a fast-paced team atmosphere as well as independently.

Her first profession in the field was at Dalton Kent Securities as an Account Executive working within various roles for senior brokers. Following that, she spent several years working as an investment advisor for Source Capital Group, assisting in coordinating sales and marketing campaigns of financial products.

Erlloisse Magan also worked with New England Wealth Strategies for several years as a financial planner, establishing vital working relationships with different teams, with a focus on building and managing portfolios that included stocks, bonds, mutual funds, and insurance products.

For over 12 years, starting in 2005, Erlloisse Magan served as a Senior Financial Consultant for TD Ameritrade. Under this title, she assisted clients with portfolio guidance, conducted financial seminars for the NYPD, served as a link between clients and independent advisory partners, and provided trade assistance and account maintenance to clients.

Following her time at TD Ameritrade, Erlloisse Magan has been the Executive Director for EMR Private Charitable Foundations since 2018. At the end of 2020, she became the Chief Executive Officer for Lx2 Entertainment Corp NY & Manila.

Erlloisse Magan has given her time to various charitable organizations. From 1993 to 2000, she was a Program Volunteer for BLD - "Open Spirits in God," participating in programs that provided food and medical assistance to those in need. And since 2013, she has served as a Volunteer Host Family for The Fresh Air Fund.

Through her dedication and work, Erlloisse Magan has received a number of awards over the years. This includes The Platinum Lifetime Award, Better Begins With Me (Annual Winner), The Advisor Direct Champion Award, and The Circle of Champions, all presented by TD Ameritrade.

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Portfolio

Erlloisse Magan Portfolio

Recent News

Erlloisse Magan provides 4 steps for starting a nonprofit
May 30, 2021

Erlloisse Magan provides 4 steps for starting a nonprofit

Last year was rough for a lot of reasons. The pandemic shut down many small businesses. Millions lost their jobs as a result, struggling to pay rent or put food on the table. Social movements and protests added even more uncertainty. Despite the challenges of 2020, Americans continued to donate. In fact, contributions to charities […]

Erlloisse Magan on How She Advocates for Special Needs Families
May 15, 2021

Erlloisse Magan on How She Advocates for Special Needs Families

Erlloisse Magan Is a committed individual who has found success in her financial and career pursuits, as well as personal fulfillment in helping individuals and special needs families as an advocate. Helping families with children who have learning disabilities is something Erlloisse has found to be very rewarding and with some challenges as well. Through […]

Erlloisse Magan Offers Businesses Big and Small Tips for Building Relation
April 16, 2021

Erlloisse Magan Offers Businesses Big and Small Tips for Building Relationships With Investors

Check out these insights on building relationships with investors from biz whiz Erlloisse Magan. Investor relations are important for companies big and small. Whether you aim to become CEO of a Fortune 500 company or are looking to secure funding for your garage-based startup, you’ll need to build relations with investors. Financial and business expert […]

Erlloisse Magan Discusses Mentoring Teen-Age Moms Struggling to
April 13, 2021

Erlloisse Magan Discusses Mentoring Teen-Age Moms Struggling to Adapt to Life

Erlloisse Magan is a successful professional who tries to give back to her community whenever possible. For instance, she has become a mentor to many struggling teenaged moms in recent years. These steps help her understand the depth of this problem better and make it easier for struggling young mothers to take the proper steps […]

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