Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joann? Claim Your ProfileJoann Semeraro is a financial advisor with Cetera Investment Advisers LLC in Melville, NY. Joann has been working in the financial services industry since 1987 and has a wide range of experience in providing financial planning and investment advice. Joann is a Certified Financial Planner and holds Series 7 and Series 63 licenses. Joann previously worked at NORTH RIDGE SECURITIES CORP. from 1997 to 2019. Joann is committed to providing personalized financial advice and helping clients 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.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (MELVILLE NY)
NY
05/29/1997 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
IL
09/18/1996 - 05/29/1997
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
08/01/1994 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
05/27/1993 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
WI
09/30/1992 - 05/28/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
VA
12/11/1990 - 10/20/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
MN
11/22/1989 - 12/07/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/22/1989 - 12/07/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/18/1986 - 08/12/1989
GLOBAL CAPITAL SECURITIES, INC.
BC
Issued 12/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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