linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joanna Michelle Robertson

Benjamin F. Edwards & Company, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joanna? Claim Your Profile

About Joanna Michelle Robertson

Joanna Michelle Robertson is a financial advisor with Benjamin F. Edwards & Company, Inc. with over 15 years of experience. Joanna Michelle Robertson's areas of expertise include financial planning, retirement planning, and investment management. Joanna Michelle Robertson is registered with the state of Wisconsin and has been licensed since August 2023. Joanna Michelle Robertson is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Joanna Robertson is currently registered with Benjamin F. Edwards & Company, Inc.. Benjamin F. Edwards & Company, Inc. is a Corporation headquartered in ST. LOUIS, MO, United States. Established in 2008, the firm provides financial planning, pension consulting, educational seminars, and other advisory services. The firm's assets under management are over $13 billion and they have a network of 518 registered representatives serving individual and institutional clients. They are registered with the SEC and in 53 states.
Benjamin F. Edwards & Company, Inc.

ONE NORTH BRENTWOOD BOULEVARD

ST. LOUIS, MO 63105

$13.16B

Assets Under Management

23

Total Clients

493

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joanna Robertson’s Registration & Firm History

WI

08/24/2023 - Present

Benjamin F. Edwards & Company, Inc. (Green Bay WI)

Not sure if Joanna Michelle Robertson is right for you?

Licenses & Designations

BOTH

Issued 08/23/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joanna Michelle Robertson.
Not sure if Joanna Michelle Robertson is right for you?