Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joann? Claim Your ProfileJoann Palmere is a financial advisor with over 10 years of experience in the industry. Joann is currently registered with Level Four Financial, LLC, and is licensed to conduct business in Texas. Prior to joining Level Four Financial, LLC, Joann worked at several other firms including Mercadien Securities, Principal Securities, Inc., Janney Montgomery Scott LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and David Lerner Associates, Inc. Joann holds the Series 63, Series 7, and SIE licenses. Joann is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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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2
TX
11/09/2020 - Present
Level Four Financial, LLC (Dallas TX)
NJ
03/27/2018 - 01/06/2021
MERCADIEN SECURITIES (HAMILTON NJ)
NJ
03/22/2016 - 03/26/2018
PRINCIPAL SECURITIES, INC. (MARLTON NJ)
PA
09/04/2014 - 09/11/2015
JANNEY MONTGOMERY SCOTT LLC (NEW HOPE PA)
NJ
06/17/2014 - 09/08/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
09/25/2008 - 06/06/2014
DAVID LERNER ASSOCIATES, INC. (PRINCETON NJ)
BC
Issued 10/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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