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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Walker is a financial advisor with LPL Financial LLC. Joanna is licensed to provide investment advice in Arizona. Joanna has a Series 6, Series 63, Series 65, and Series 6TO licenses. Joanna has been in the financial services industry since 2007 and has experience working with individuals, businesses, and retirement plans. Joanna has worked with Transamerica Financial Advisors, Inc and World Financial Group, Inc. in the past. Joanna is dedicated to providing personalized financial planning and investment management services to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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AZ
05/03/2024 - Present
LPL Financial LLC (GOODYEAR AZ)
AZ
10/29/2014 - 03/25/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (TUCSON AZ)
IA
Issued 09/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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