Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jo? Claim Your ProfileJo Anna Swope is a financial advisor with Packerland Brokerage Services, Inc. Jo Anna has been in the financial services industry for over 20 years. Jo Anna has experience in various areas of financial planning, including investment management, retirement planning, and insurance. Jo Anna is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jo Anna is also a member of the United Way of Huntingdon County.
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.
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
PA
01/03/2017 - Present
Packerland Brokerage Services, Inc. (HUNTINGDON PA)
PA
10/17/2008 - 12/31/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (HUNTINGDON PA)
PA
05/06/2008 - 08/13/2008
MML INVESTORS SERVICES, INC. (HUNTINGDON PA)
PA
01/03/2001 - 04/22/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (HUNTINGDON PA)
PA
10/27/1997 - 12/31/2000
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
BOTH
Issued 03/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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