Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Scardina Slade is a financial advisor who has been in the industry since 1994. Joanna currently works for Silver OAK Securities, Inc. and has an active registration in Louisiana as an Investment Advisor Representative. Joanna's previous roles have included working as a Registered Representative at LINCOLN FINANCIAL SECURITIES CORPORATION and JEFFERSON-PILOT INVESTOR SERVICES, INC. Joanna has passed the Securities Industry Essentials Examination, General Securities Representative Examination, Investment Company Products/Variable Contracts Representative Examination and Uniform Securities Agent State Law Examination. Joanna holds the Certified Financial Planner designation.
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.
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.
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LA
05/03/2024 - Present
Silver OAK Securities, Inc. (Ponchatoula LA)
LA
10/01/1997 - 04/29/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (PONCHATOULA LA)
IN
03/28/1994 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BC
Issued 03/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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