Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Elaine Lyons is a financial advisor who has been in the industry since August 1996. Joan is currently registered with Good Life Advisors, LLC in Pennsylvania and Texas. Joan is also registered with the state of California, Florida, New York, Pennsylvania and Texas. Joan holds a Series 6, Series 7 and SIE license. Joan is also a Certified Financial Planner. Prior to joining Good Life Advisors, LLC, Joan was a registered representative with MetLife Securities Inc. and Metropolitan Life Insurance Company. Joan has a long history of experience in the financial services industry. Joan's primary areas of expertise include financial planning, portfolio management, and investment management. Joan specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans and charitable organizations.
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.
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.
Planning subscription fee
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2
PA
04/12/2016 - Present
Good Life Advisors, LLC (Lewisburg PA)
PA
08/20/1996 - 07/07/2015
METLIFE SECURITIES INC. (LEWISBURG PA)
PA
08/20/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LEWISBURG PA)
BC
Issued 08/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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