Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joana? Claim Your ProfileJoana Souza is a financial advisor with BNY Mellon Securities Corp. Joana has been in the industry since June 2021 and is registered with FINRA and the state of Massachusetts. Joana provides portfolio management services to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
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MA
06/15/2021 - Present
BNY Mellon Securities Corp. (BOSTON MA)
BC
Issued 01/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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