Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Moschella is a financial professional with over 20 years of experience in the industry. Joanna is currently registered with Stifel, Nicolaus & Company, Inc., where she is a registered representative and investment advisor representative. Joanna has a broad range of experience serving clients in various areas, including individuals, high-net-worth individuals, corporations, and investment clubs. Joanna holds the Series 7 and Series 63 licenses as well as the SIE. Before joining Stifel, Nicolaus & Company, Inc., Joanna worked at CITIGROUP GLOBAL MARKETS INC. and Fidelity Brokerage Services LLC. Joanna's expertise spans a diverse range of financial planning services including portfolio management, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
06/03/2010 - Present
Stifel, Nicolaus & Company, Inc. (BOSTON MA)
MA
01/24/2006 - 08/21/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
RI
08/18/2003 - 11/03/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 05/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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