Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kate? Claim Your ProfileKate Annese is a financial advisor with J.p. Morgan Securities LLC, with a focus on investment banking and general securities. Kate has a Series 79TO, Series 7TO, and SIE licenses. Kate Annese has been in the financial industry since 2020 and was previously employed by Fidelity Brokerage Services 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
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MA
10/30/2023 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
02/22/2021 - 04/05/2021
FIDELITY BROKERAGE SERVICES LLC (HINGHAM MA)
BC
Issued 11/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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