Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Woodworth is a financial professional with over 30 years of experience in the financial services industry. Joanna is currently registered with Invesco Distributors, Inc. and is located in New York, NY. Prior to her current role, Joanna was registered with Clarendon Insurance Agency, Inc. in Waltham, MA and Fidelity Investments Institutional Services Company, Inc. in Smithfield, RI. Joanna holds a Series 6, 63 and SIE license.
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.
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2
NY
07/26/2022 - Present
Invesco Distributors, Inc. (NEW YORK NY)
MA
01/16/2020 - 07/22/2022
CLARENDON INSURANCE AGENCY, INC. (WALTHAM MA)
RI
02/11/1998 - 04/29/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
03/04/1992 - 02/11/1998
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
BC
Issued 01/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/16/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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