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 Favia is a financial advisor with Raymond James Financial Services Advisors, Inc. Jo Ann has been in the financial services industry since 1987 and has experience with various firms, including Kestra Investment Services, LLC, Park Avenue Securities LLC, and Valmark Securities, Inc. Jo Ann holds the Series 6, 7, 63, and 65 licenses and has earned the Chartered Financial Consultant designation. Jo Ann is also a real estate agent and business owner, with experience in rental properties and commercial real estate development.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
02/18/2021 - Present
Raymond James Financial Services Advisors, Inc. (Villa Park IL)
IL
11/03/2008 - 02/08/2021
KESTRA INVESTMENT SERVICES, LLC (VILLA PARK IL)
IL
04/18/2006 - 11/07/2008
PARK AVENUE SECURITIES LLC (DOWNERS GROVE IL)
OH
10/02/2002 - 04/06/2006
VALMARK SECURITIES, INC. (AKRON OH)
NY
06/25/1997 - 10/04/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
MO
08/01/2002 - 08/23/2002
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
NY
12/06/1994 - 06/24/1997
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
IA
10/30/1993 - 12/06/1994
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
03/19/1987 - 10/29/1993
CENTURY INVESTORS OF AMERICA, INC.
IA
Issued 02/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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