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Joanne Alison Landa

City National Rochdale

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About Joanne Alison Landa

Joanne Alison Landa is a financial advisor with City National Rochdale. Joanne has been working in the financial services industry since 1994. She is registered with the state of California as both a broker-dealer and an investment advisor representative. Her primary office is in Pasadena, California. Joanne specializes in providing financial planning and investment management services to a range of clients, including high-net-worth individuals, corporations, and investment companies.

Firm Information

Joanne Landa is currently registered with City National Rochdale. City National Rochdale is an investment advisor with over $50 billion in assets under management. They offer a variety of services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide selection of other advisors and have a wrap fee program. They are registered with the SEC and have offices in New York, NY.
City National Rochdale

400 PARK AVENUE

NEW YORK, NY 10022

$68.18B

Assets Under Management

Not reported

Total Clients

113

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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fixed fees

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

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percentage of assets

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

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Joanne Landa’s Registration & Firm History

CA

11/28/2022 - Present

City National Rochdale (Pasadena CA)

CA

11/15/1994 - 10/22/1996

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

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Licenses & Designations

BOTH

Issued 11/26/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/17/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 07/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/06/2021

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joanne Alison Landa.
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