Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Fonseca is a financial professional with over 24 years of experience in the securities industry. Currently, Annette is a registered representative at J.P. Morgan Securities LLC. Prior to joining J.P. Morgan Securities LLC, Annette was a registered representative at Chase Investment Services Corp. and BANC ONE Securities Corporation. Annette holds the Series 6 and SIE licenses. Annette is registered to provide investment advice in Louisiana.
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
LA
10/01/2012 - Present
J.p. Morgan Securities LLC (HOUMA LA)
LA
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUMA LA)
IL
08/06/1998 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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