Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Julie Mavropoulos is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Annette has over 30 years of experience in the financial services industry. Annette is registered in 36 states and holds the Series 66 and Series 7 licenses. Previously, Annette worked for Meyers Associates, L.P., SKY CAPITAL LLC, The Jeffrey Matthews Financial Group, L.L.C. and Halpert and Company, Inc. Annette specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Annette offers portfolio management, financial planning, and investment advisory services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
03/12/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLORHAM PARK NJ)
NY
08/20/2004 - 04/13/2005
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
NY
01/15/2003 - 08/24/2004
SKY CAPITAL LLC (NEW YORK NY)
NJ
11/29/1996 - 08/28/2002
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. (FLORHAM PARK NJ)
NJ
10/22/1985 - 12/12/1996
HALPERT AND COMPANY, INC. (MILLBURN NJ)
BOTH
Issued 11/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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