Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Marie Pachowicz is a registered representative with Citigroup Global Markets Inc. based in NEW YORK, NY. Joanna has been in the industry since 1999 and has a strong track record of providing financial guidance to clients. Joanna holds the Series 6, 7, and 63 licenses. She is registered in Florida and New York. Joanna's specializations include Investment Management for Individuals, Corporations or Other Businesses, Pensions and Profit Sharing Plans and High Net Worth 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.
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.
Asset allocation advice
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.
1
2
NY
05/29/2007 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
FL
08/16/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
MA
10/04/1999 - 07/03/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 10/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joanna Pachowicz is the right advisor for you? Invested Better is here to help.
