Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Marie Damato is a financial advisor with over 20 years of experience in the industry. Currently, Ann Marie works with J.P. Morgan Securities LLC and has been with the firm since June 2016. Ann Marie specializes in providing financial advice to individuals, families, and businesses. Prior to joining J.P. Morgan Securities LLC, Ann Marie has worked with several other firms, including SunTrust Investment Services, Inc., LPL Financial Corporation, Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., and Wachovia Securities, LLC. Ann Marie has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice and investment strategies to help them reach their financial goals.
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
FL
06/27/2016 - Present
J.p. Morgan Securities LLC (INDIALANTIC FL)
FL
02/25/2008 - 07/09/2015
SUNTRUST INVESTMENT SERVICES, INC. (INDIALANTIC FL)
FL
10/18/2007 - 01/28/2008
LPL FINANCIAL CORPORATION (INDIALANTIC FL)
TN
02/13/2007 - 08/15/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
09/06/2006 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (MELBOURNE FL)
FL
10/01/2000 - 07/10/2006
WACHOVIA SECURITIES, LLC (INDIALANTIC FL)
NC
06/30/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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