Unclaimed
Donnamarie Braithwaite is a financial professional with over 20 years of experience in the industry. Donnamarie currently works for J.p. Morgan Securities LLC. Donnamarie has been with J.p. Morgan Securities LLC for over eight years, previously working for the same firm under the name J.P. MORGAN SECURITIES LLC. Before that, she worked for CHASE INVESTMENT SERVICES CORP. Donnamarie has a strong track record of success in providing financial advice and investment management services to a wide range of clients, including individuals, families, and businesses. Donnamarie holds several professional licenses and certifications, including the Series 6, Series 63, and SIE exams. Donnamarie is committed to providing her clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.
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
NY
08/17/2020 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
10/01/2012 - 05/21/2020
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
02/28/2002 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BC
Issued 10/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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