Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annaliese? Claim Your ProfileAnnaliese Perez is a financial advisor who is registered with J.P. Morgan Securities LLC and is licensed to offer investment advice in 53 states. Annaliese has been in the industry since October 2022. Annaliese holds the Series 63, Series 79TO, and SIE licenses. Annaliese specializes in portfolio management for individuals and businesses, as well as financial planning 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
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TX
10/11/2022 - Present
J.p. Morgan Securities LLC (Austin TX)
BC
Issued 01/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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