Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jo-ann? Claim Your ProfileJo-ann Bernadette La pan is a financial advisor with Benjamin F. Edwards & Company, Inc. She is a registered representative and investment advisor in multiple states including Florida and Texas. Jo-ann has been in the financial industry since 2002. Before joining Benjamin F. Edwards & Company, Inc., Jo-ann worked at UBS Financial Services Inc. and A. G. Edwards & Sons, Inc. Jo-ann provides financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MO
02/11/2013 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
FL
10/05/2007 - 02/19/2013
UBS FINANCIAL SERVICES INC. (MELBOURNE FL)
FL
03/15/2002 - 10/11/2007
A. G. EDWARDS & SONS, INC. (MELBOURNE FL)
BOTH
Issued 05/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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