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Joann E Torno

Paychex Securities Corp.

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About Joann E Torno

Joann E Torno is a financial advisor registered with Paychex Securities Corp. Joann has been in the financial services industry for over 10 years. She is licensed to sell securities in 51 states and has passed the Series 6, Series 63, and SIE exams. Joann was previously registered with KEY INVESTMENT SERVICES LLC and UVEST FINANCIAL SERVICES GROUP, INC.

Firm Information

Joann Torno is currently registered with Paychex Securities Corp.. Paychex Securities Corp. is a corporation formed in 1995 and approved in all 50 states, as well as the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

117

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Joann Torno’s Registration & Firm History

AZ

10/25/2021 - Present

Paychex Securities Corp. (Phoenix AZ)

NY

10/04/2018 - 10/05/2021

KEY INVESTMENT SERVICES LLC (Fairport NY)

NC

03/27/2007 - 12/11/2008

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 06/21/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joann E Torno.
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