Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Lynn Stoddard is a financial advisor with Empower Advisory Group, LLC. Joan has been a financial advisor for over 10 years and has a broad range of experience in the industry. Joan is a Certified Financial Planner® and holds Series 6, 7, and 63 licenses.
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.
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.
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2
CO
02/25/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
AZ
08/27/2019 - 09/15/2020
BANCWEST INVESTMENT SERVICES, INC. (TEMPE AZ)
WI
07/11/2018 - 07/01/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
AZ
06/07/2011 - 08/16/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 06/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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