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 Donaldson is an active registered representative with J.P. Morgan Securities LLC. Ann Marie is located in Newark, Delaware and has been working in the financial industry since July 15, 2013. Ann Marie has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Ann Marie specializes in a variety of areas including financial planning, portfolio management for businesses, portfolio management for individuals, and pension consulting.
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
DE
07/16/2013 - Present
J.p. Morgan Securities LLC (Newark DE)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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