Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roxanna? Claim Your ProfileRoxanna Lyn Everett is a financial advisor with J.P. Morgan Securities LLC, with an office located in Viera, FL. Roxanna Everett has been in the financial services industry since January 19, 2002. Roxanna Everett is registered to provide investment advice in Florida and Texas. Roxanna Everett holds the Series 3, 7, and 63 licenses and the SIE, and Series 65 exams. In addition to J.P. Morgan Securities LLC, Roxanna Everett has also worked with LPL Financial LLC, J.W. Cole Financial, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Wachovia Securities, LLC, A.G. Edwards & Sons, Inc., NBC Securities, Inc., Infinex Investments, Inc., Money Concepts Capital Corp, and Charles Schwab & Co., Inc.
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
FL
09/13/2013 - Present
J.p. Morgan Securities LLC (VIERA FL)
FL
09/27/2012 - 07/30/2013
LPL FINANCIAL LLC (COCOA BEACH FL)
FL
06/07/2012 - 10/04/2012
J.W. COLE FINANCIAL, INC. (ORLANDO FL)
FL
06/01/2009 - 04/30/2012
MORGAN STANLEY SMITH BARNEY (WINTER PARK FL)
FL
05/04/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WINTER PARK FL)
FL
01/01/2008 - 05/01/2009
WACHOVIA SECURITIES, LLC (ORLANDO FL)
FL
06/07/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ORLANDO FL)
AL
07/11/2005 - 05/17/2006
NBC SECURITIES, INC. (BIRMINGHAM AL)
CT
12/01/2004 - 12/13/2004
INFINEX INVESTMENTS, INC. (MERIDEN CT)
FL
01/13/2004 - 12/01/2004
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
TX
03/13/2001 - 12/17/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 05/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2007
Series 3 - National Commodity Futures Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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