Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Young is a financial advisor at J.p. Morgan Securities LLC. Annette has been in the industry since 1998 and is registered in 48 states. Annette has a diverse background in the financial services industry, working with a number of firms including Wells Fargo Advisors, LLC and Chase Investment Services Corp. Annette is licensed to provide securities and investment advisory services. Annette specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting 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.
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
CA
01/02/2019 - Present
J.p. Morgan Securities LLC (DEL MAR CA)
CA
12/05/2011 - 05/20/2016
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
AZ
07/06/2005 - 12/05/2011
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
IL
03/29/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
07/07/2003 - 03/08/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
AZ
12/03/2002 - 01/08/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
OH
02/01/2001 - 05/01/2002
ONE GROUP DEALER SERVICES, INC. (COLUMBUS OH)
IL
10/24/1996 - 12/31/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 09/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1996
Series 6 - Investment Company Products/Variable Contracts 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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