Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joann? Claim Your ProfileJoann Fontanez is a financial advisor with over 10 years of experience in the industry. Joann is currently registered as an Investment Advisor Representative with Osaic Advisory Services, LLC. Joann has previously worked with TRIAD ADVISORS LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., and WELLS FARGO ADVISORS, LLC. Joann holds the Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Joann offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for 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.
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
GA
03/15/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
TX
03/15/2024 - 08/23/2024
TRIAD ADVISORS LLC (El Paso TX)
TX
07/16/2012 - 02/21/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (EL PASO TX)
TX
05/30/2011 - 07/05/2012
WELLS FARGO ADVISORS, LLC (EL PASO TX)
IA
Issued 06/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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