Annamarie TrateCRD Number: 2981004
Current Firm: J. W. Cole Advisors, Inc.
Annamarie Trate (CRD# 2981004) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Fogelsville, PA and has over 19 years of experience in the finance industry.
Kaufman Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Royal Alliance Associates, Inc.
|Jonathan Roberts Advisory Group, Inc.||Tampa, FL||Mar 2010 - Current||7|
|J.w.cole||Tampa, FL||Jul 2009 - Current||8|
|Lincoln Financial Advisors Corporation||Wayne, PA||Nov 1997 - Jul 2009||11|
|Lincoln Financial Advisorswayne||Wayne, PA||Nov 1997 - Jul 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2010|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV