Annamarie Trate, financial advisor Fogelsville PA
93 score

Annamarie Trate

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Jonathan Roberts Advisory Group, Inc. Tampa, FL Mar 2010 - Current 6
J.w.cole Tampa, FL Jul 2009 - Current 7
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
Contact Info for Annamarie Trate
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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