Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annateresa? Claim Your ProfileAnnateresa Semeraro is a financial professional with over 15 years of experience in the industry. Annateresa is currently registered with TIAA-CREF Individual & Institutional Services, LLC in New York, NY. Annateresa has held previous positions at Citigroup Global Markets Inc., J.P. Morgan Securities LLC, HSBC Securities (USA) Inc., and Chase Investment Services Corp. Annateresa has a Series 7, Series 63, and Series 65 license, and is specialized in portfolio management for individuals, financial planning, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
NY
05/17/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (New York NY)
NY
12/19/2022 - 05/03/2024
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
DC
11/30/2021 - 10/15/2022
J.P. MORGAN SECURITIES LLC (Washington DC)
DC
09/22/2015 - 10/13/2020
J.P. MORGAN SECURITIES LLC (Washington DC)
NY
01/14/2011 - 04/27/2015
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
04/26/2006 - 01/07/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IA
Issued 01/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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