Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Guccione is a financial advisor with Value Investment Professionals, LLC. Joan is registered to provide investment advice in Connecticut and Texas. Joan has been in the industry since 1996. Joan is a Certified Financial Planner and has a Series 24 and a Series 65 license. The advisor's firm offers services that include financial consulting, pension consulting and portfolio management. Joan's firm is registered with the state of New York.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
01/10/2024 - Present
Value Investment Professionals, LLC (SHELTON CT)
IA
Issued 01/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1996
Series 24 - General Securities Principal Examination
Active
Inactive
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