Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Demartini is a registered representative of J.P. Morgan Securities LLC. Charlotte has been working in the financial services industry for over 4 years. Charlotte has passed the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination. Charlotte is currently registered with the state of Florida and Texas. Charlotte is also an employee of JPMorgan Chase Bank, N.A. and is able to offer certain bank products and 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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FL
10/03/2024 - Present
J.p. Morgan Securities LLC (Miami FL)
Active
Inactive
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