Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Thompson is a registered investment advisor representative with Janney Montgomery Scott LLC. Joanna has been in the securities industry for 16 years. Joanna is registered in Massachusetts and holds the Series 66, Series 7, and SIE licenses. Joanna is also a registered representative for Janney Montgomery Scott LLC in Massachusetts. Joanna is located at 60 State Street, Suite 1350 in Boston, MA. In addition to her work at Janney Montgomery Scott LLC, Joanna is also a clothing reseller on sites such as ThredUp and Poshmark.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
MA
01/26/2015 - Present
Janney Montgomery Scott LLC (BOSTON MA)
BOTH
Issued 08/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joanna Thompson is the right advisor for you? Invested Better is here to help.
