Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Greco is a financial advisor with Equitable Advisors, LLC, a firm that has been serving clients for over 100 years. Joanna has been a registered representative for over 25 years and has extensive experience in the financial services industry. Joanna has a proven track record of helping her clients achieve their financial goals. She is committed to providing her clients with personalized financial advice and guidance.
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.
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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2
FL
12/04/2014 - Present
Equitable Advisors, LLC (BOCA RATON FL)
FL
04/09/2012 - 12/12/2014
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
FL
04/13/2007 - 04/25/2012
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
FL
11/22/2000 - 04/04/2007
NEW ENGLAND SECURITIES (BOCA RATON FL)
NY
05/08/1998 - 12/21/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
IN
12/18/1997 - 04/23/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
04/05/1995 - 08/26/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 09/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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