Unclaimed
Roxsanne Cannon is a financial advisor at J.P. Morgan Securities LLC. Roxsanne has been in the financial industry since April 2012. Roxsanne has passed the Securities Industry Essentials Examination (SIE) and the Series 99 Operations Professional Examination. Roxsanne is registered with FINRA. Roxsanne specializes in the following areas: Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Pension Consulting and Financial Planning.
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
TX
04/02/2012 - Present
J.p. Morgan Securities LLC (Plano TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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