Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annemarie? Claim Your ProfileAnnemarie K. Milton is a financial professional with over 17 years of experience in the industry. Annemarie is currently registered with J.p. Morgan Securities LLC and has been with the firm since September 2010. Annemarie has a broad range of experience, having also previously worked at Citigroup Global Markets Inc. and Brookwood Associates, L.L.C. Annemarie is a licensed Series 7, 24, 63, 79TO and SIE representative. Annemarie holds registrations in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Annemarie specializes in providing financial advice and portfolio management services to individuals, high net worth individuals, corporations, businesses, pension and profit sharing plans, insurance companies, and charitable organizations.
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
GA
09/28/2010 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
NY
10/09/2007 - 08/09/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
01/07/2004 - 02/21/2006
BROOKWOOD ASSOCIATES, L.L.C. (ATLANTA GA)
BC
Issued 02/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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