Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Elizabeth Davis is a financial advisor with over 16 years of experience in the financial services industry. She is currently registered with J.P. Morgan Securities LLC, and previously worked with Citigroup Global Markets Inc., CitiCorp Investment Services and BNY Investment Center Inc. Annette holds the Series 6, Series 63, Series 6TO, and SIE licenses and is registered in several states, including Connecticut, New Jersey, New York, North Carolina, and South Carolina. Annette specializes in a variety of areas, including financial planning, pension consulting, and portfolio management for both individuals and businesses.
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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2
NY
01/28/2019 - Present
J.p. Morgan Securities LLC (SCARSDALE NY)
NY
05/29/2007 - 09/12/2013
CITIGROUP GLOBAL MARKETS INC. (CHAPPAQUA NY)
NY
02/25/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (MAMARONECK NY)
NY
11/05/2003 - 03/23/2004
BNY INVESTMENT CENTER INC. (NEW YORK NY)
BC
Issued 02/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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