Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Knieberg is a financial advisor with over 16 years of experience in the financial services industry. Joanna currently works at Raymond James & Associates, Inc. and is licensed to provide securities and investment advice in several states. Joanna's previous experience includes roles at J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., AXA ADVISORS, LLC, VALIC FINANCIAL ADVISORS, INC. and WELLS FARGO INVESTMENTS, LLC.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
06/03/2024 - Present
Raymond James & Associates, Inc. (Frisco TX)
TX
10/01/2012 - 06/04/2024
J.P. MORGAN SECURITIES LLC (COPPELL TX)
TX
07/26/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (IRVING TX)
CA
04/15/2009 - 06/23/2011
AXA ADVISORS, LLC (IRVINE CA)
TX
03/28/2007 - 04/23/2007
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
CA
04/30/2004 - 08/22/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 11/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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