Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Cole is a registered representative with Synovus Securities, Inc. Joanna has been in the industry since 2013. Joanna has a series 6, 7, 63 and 66 licenses. Joanna's branch office locations are in Atlanta and Newnan, GA. In the past, Joanna was a registered representative for Suntrust Investment Services, Inc. and Wells Fargo Advisors, LLC. Joanna is a registered investment advisor in Georgia, Nevada, North Carolina, Florida and South Carolina. Joanna offers investment advice to individuals, corporations, charitable organizations and pension and profit sharing plans.
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.
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.
Tax related services, administrative services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
05/05/2022 - Present
Synovus Securities, Inc. (ATLANTA GA)
GA
03/08/2017 - 06/03/2020
SUNTRUST INVESTMENT SERVICES, INC. (SMYRNA GA)
GA
11/05/2012 - 09/15/2016
WELLS FARGO ADVISORS, LLC (MARIETTA GA)
BOTH
Issued 07/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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