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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 MacWilliams-wolf is a financial advisor with Raymond James & Associates, Inc., and has been in the industry since 1984. Jo-ann is registered in 23 states and has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Jo-ann is also a treasurer for Temple Beth El in Bloomfield Hills, MI, dedicating approximately 20 hours per month to this role. Jo-ann was previously employed by Roney & Co. and First of Michigan Corporation.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
04/07/2010 - Present
Raymond James & Associates, Inc. (FARMINGTON HILLS MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
01/19/1996 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
MI
03/23/1990 - 01/23/1996
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NA
07/31/1989 - 03/23/1990
SMITH, HAGUE & CO., INCORPORATED
NJ
04/05/1984 - 08/07/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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