Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Goodwin Donovan is an investment professional with over 10 years of experience in the financial industry. Charlotte is currently registered with J.p. Morgan Institutional Investments Inc. in New York, New York. Charlotte holds the Series 63, SIE, and Series 7TO licenses, demonstrating her commitment to staying current with industry regulations and offering clients a comprehensive range of investment 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.
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.
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NY
07/19/2024 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
BC
Issued 07/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2023
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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