Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Mummert is a registered representative with Ameritas Advisory Services, LLC. Joanna has been in the industry since 2005 and has been actively working as an investment advisor in Washington since 2014. Prior to joining Ameritas Advisory Services, LLC, Joanna held positions at AMERITAS INVESTMENT CORP., CETERA ADVISORS LLC, and PACIFIC WEST SECURITIES, INC. Joanna specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
Solicitor fees
1
2
WA
05/04/2023 - Present
Ameritas Advisory Services, LLC (Burien WA)
WA
02/14/2014 - 12/22/2017
AMERITAS INVESTMENT CORP. (Burien WA)
WA
02/28/2012 - 12/31/2013
CETERA ADVISORS LLC (KIRKLAND WA)
WA
01/05/2012 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (KIRKLAND WA)
WA
12/19/2001 - 12/31/2009
PACIFIC WEST SECURITIES, INC. (SEATTLE WA)
BOTH
Issued 07/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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