Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annika? Claim Your ProfileAnnika Svenson is a financial advisor with J.P. Morgan Securities LLC. Annika is registered in 48 states and has been working in the financial industry since 2006. She has a Series 7, Series 66 and SIE licenses. Annika focuses on providing financial planning, pension consulting, and portfolio management services to individuals and businesses. She also provides services to institutions such as corporations, charitable organizations, and labor unions. Annika has been with J.P. Morgan Securities LLC since 2012. Previously, Annika worked with Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Thrivent Investment Management Inc., and Wachovia Securities, LLC.
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
CO
09/23/2013 - Present
J.p. Morgan Securities LLC (LOVELAND CO)
CO
05/08/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LOVELAND CO)
CO
07/09/2008 - 04/28/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT COLLINS CO)
CO
11/20/2006 - 06/23/2008
THRIVENT INVESTMENT MANAGEMENT INC. (FORT COLLINS CO)
VA
01/12/2006 - 04/11/2006
WACHOVIA SECURITIES, LLC (MCLEAN VA)
BOTH
Issued 03/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2006
Series 7 - General Securities 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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