Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Aiken is a financial advisor with over 27 years of experience in the industry. Joanna is currently registered with Choreo, LLC in California. Joanna also holds licenses for Series 63, 66, 7, 55 and SIE. Previously, Joanna worked for Edward Jones, Citigroup Global Markets Inc, UBS PaineWebber Inc, and Prudential Securities Incorporated. In addition to Joanna's advisory work, Joanna is also involved in other businesses.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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CA
01/16/2023 - Present
Choreo, LLC (Orinda CA)
CA
08/19/2014 - 02/22/2017
EDWARD JONES (WALNUT CREEK CA)
CA
05/15/2001 - 08/08/2013
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
NJ
03/12/1996 - 05/24/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
11/16/1995 - 01/03/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 09/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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