Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Christensen Eisch is a financial advisor who has been in the industry since 2015. Joanna is currently registered with Performance Trust Capital Partners, LLC and is Series 7, 63 and 24 licensed. She also has her SIE certification. Prior to that, Joanna was registered with American Express Financial Advisors Inc., IDS Life Insurance Company, and Norwest Investment Services, Inc.
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
IL
08/26/2024 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
MN
11/01/1996 - 08/05/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/01/1996 - 08/05/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/19/1989 - 11/13/1996
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 07/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/1993
Series 24 - General Securities Principal Examination
BC
Issued 08/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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