Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joann? Claim Your ProfileJoann Napoli-winant is a financial professional with over 30 years of experience in the industry. Joann is a Registered Representative with Oneamerica Securities, Inc. Joann is registered to offer securities and investment advisory services in Alabama, Georgia, Maryland, Massachusetts, New Hampshire, and Ohio. Joann is also a Chartered Financial Consultant. Joann has experience with a variety of financial products and services, including fixed life, fixed annuities, health, P&C insurance sales, as well as real estate. In addition to working with individuals, Joann also provides portfolio management for 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
MA
03/08/2023 - Present
Oneamerica Securities, Inc. (NEWTON MA)
MA
06/01/1993 - 07/03/2013
METLIFE SECURITIES INC. (WALTHAM MA)
MA
06/01/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WALTHAM MA)
BC
Issued 05/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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