Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Manon is a financial advisor with over 20 years of experience in the industry. Annette is currently registered as a Registered Representative with Boreal Capital Management LLC in Miami, Florida. Annette is a seasoned professional who has worked with both individuals and corporations. Annette has passed the Series 63, 65, 7 and SIE exams.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
01/08/2025 - Present
Boreal Capital Management LLC (MIAMI FL)
FL
11/19/2003 - 08/20/2012
LPL FINANCIAL LLC (MIAMI FL)
DC
12/18/2002 - 11/19/2003
RIGGS SECURITIES INC. (WASHINGTON DC)
NY
11/17/1997 - 08/23/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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