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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 Marie Burgener is a financial advisor with Arvest Wealth Management. Joan has been working in the financial industry since 2002 and has a diverse range of experience. Joan is a registered representative and investment advisor in Arkansas, Oklahoma, and Texas. Joan has earned Series 6, 7, 63, and 65 licenses, and holds a Series 7, Series 63 and the SIE. Joan is committed to helping her clients achieve their financial goals through comprehensive financial planning and portfolio management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
AR
02/15/2019 - Present
Arvest Wealth Management (MORRILTON AR)
WI
03/29/2002 - 02/10/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 09/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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