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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Nowicki is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Joan has been in the financial services industry since 1996. Joan specializes in helping individuals, families, and businesses reach their financial goals. Joan has a deep understanding of the financial markets and a commitment to providing personalized service. Joan is committed to helping clients achieve their financial goals. Joan has a proven track record of success in the financial services industry.
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.
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.
Investment consulting services to institutional clients
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.
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MN
04/06/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WOODBURY MN)
MN
01/03/2011 - 04/06/2023
WELLS FARGO CLEARING SERVICES, LLC (STILLWATER MN)
MN
11/12/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BLAINE MN)
MN
08/12/2006 - 11/14/2007
UBS FINANCIAL SERVICES INC. (ST PAUL MN)
MN
08/23/2000 - 08/12/2006
PIPER JAFFRAY & CO. (ST PAUL MN)
NY
09/01/1998 - 08/17/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
MN
11/05/1996 - 08/26/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 12/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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