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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne marie? Claim Your ProfileAnne marie Cammarata is an active investment advisor representative with Morgan Stanley, located in Jericho, NY. Anne marie has been in the industry since 2005 and has experience with Merrill Lynch and Morgan Stanley. Anne marie is registered with FINRA and holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Anne marie is registered to offer advisory services in 52 states and is a registered investment advisor in New York and Texas. Anne marie specializes in portfolio management for individuals, businesses, and investment companies, as well as financial planning, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/11/2020 - Present
Morgan Stanley (Jericho NY)
NY
05/12/2017 - 10/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERICHO NY)
NY
03/07/2005 - 08/30/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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