Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Escalante is a financial advisor with Cetera Investment Advisers LLC, providing financial planning services to individuals, businesses, and charitable organizations. Annette has been in the financial industry since 2010 and has a strong track record of success. Annette holds Series 6, 7, 63, and 66 licenses as well as the Securities Industry Essentials Examination. Annette is dedicated to helping clients achieve their financial goals and providing them with the personalized attention they deserve.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (CHANDLER AZ)
AZ
10/01/2012 - 08/03/2021
J.P. MORGAN SECURITIES LLC (TEMPE AZ)
AZ
04/27/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MESA AZ)
BOTH
Issued 08/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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