Unclaimed
Jannelle Cannizzaro-fong has been in the financial industry since August 2006 and is currently a Registered Representative with Andrew Garrett Inc. Jannelle holds the Series 99TO and SIE product exams, and the Series 27 principal exam. Andrew Garrett Inc. is a registered investment adviser specializing in portfolio management for individuals and selection of other advisers. Andrew Garrett Inc. also provides financial planning services to individuals and other clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
08/31/2006 - Present
Andrew Garrett Inc. (NEW YORK NY)
BC
Issued 08/30/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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