Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Valentini is a financial advisor currently registered with Raymond James Financial Services, Inc. Joanna is licensed to provide financial advice in Rhode Island and has been in the industry since 2022. She holds the Series 7, Series 63 and Series 24 licenses. Joanna is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
RI
05/20/2022 - Present
Raymond James Financial Services, Inc. (WESTERLY RI)
BC
Issued 02/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2024
Series 24 - General Securities Principal Examination
BC
Issued 05/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Joanna Valentini is the right advisor for you? Invested Better is here to help.
