Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joana? Claim Your ProfileJoana McMullen is a financial advisor with Wellington Funds Distributors Inc. in BOSTON, MA. Joana holds the Series 7TO, Series 63 and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and in 51 states. Joana has been in the financial services industry since December 2023.
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.
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.
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MA
12/02/2023 - Present
Wellington Funds Distributors Inc. (BOSTON MA)
BC
Issued 06/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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