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 financial professional with over 12 years of experience in the industry. Joanna is registered with PFS Investments Inc. in Illinois. Joanna has passed the Series 6, Series 63 and SIE exams and is able to offer a wide range of financial products and services to individual clients.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
01/12/2024 - Present
PFS Investments Inc. (ORLAND PARK IL)
IL
03/05/2014 - 12/31/2023
PFS INVESTMENTS INC. (MATTESON IL)
CA
10/01/2012 - 10/25/2013
J.P. MORGAN SECURITIES LLC (VACAVILLE CA)
CA
05/11/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (VACAVILLE CA)
BC
Issued 06/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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