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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joana? Claim Your ProfileJoana Ramirez Youssefzadeh is a financial advisor with over 16 years of experience in the financial industry. She is registered with the state of California as an investment advisor representative. Joana currently works at TCW Investment Management Co. LLC. Previously, Joana worked for UNIONBANC INVESTMENT SERVICES, LLC, NATIONAL PLANNING CORPORATION and AMERIPRISE FINANCIAL SERVICES, INC. Joana holds the Series 66, Series 24, and Series 7 licenses. She also holds the SIE license. Joana has a track record of success in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and investment companies.
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.
Strategic management for diversified investment portfolios.
Portfolio management for wrap fee programs
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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CA
03/03/2021 - Present
TCW Investment Management Co. LLC (LOS ANGELES CA)
CA
01/07/2015 - 06/27/2018
UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)
CA
03/22/2011 - 01/03/2015
NATIONAL PLANNING CORPORATION (El Segundo CA)
CA
03/29/2006 - 04/01/2011
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIMAS CA)
MN
11/03/2005 - 03/20/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 11/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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