Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanne? Claim Your ProfileJoanne Lavin is a financial advisor at Commonwealth Financial Network. Joanne has been in the financial industry since 1992, and has been with Commonwealth Financial Network since 2008. Joanne holds Series 7 and Series 63 licenses. Previously Joanne was a financial advisor at Ameriprise Financial Services, Inc., IDS Life Insurance Company, Fidelity Investments Institutional Services Company, Inc. and American Express Financial Advisors Inc. Commonwealth Financial Network is a financial services firm headquartered in Waltham, MA. Commonwealth Financial Network provides financial planning, portfolio management, and other investment advisory services to individuals and businesses. Commonwealth Financial Network has approximately 19,600 clients and $177 billion in assets under management.
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.
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2
MA
10/23/2008 - Present
Commonwealth Financial Network (AUBURN MA)
MA
10/22/2001 - 10/17/2008
AMERIPRISE FINANCIAL SERVICES, INC. (AUBURN MA)
MN
10/22/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
RI
01/16/1996 - 10/19/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MN
01/28/1992 - 12/29/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/28/1992 - 12/29/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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