About

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.

Portfolio

Erlloisse Magan Portfolio