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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanne? Claim Your ProfileJoanne Feeney is a registered investment advisor representative with Advisors Capital Management, LLC. Joanne's firm focuses on providing financial planning, portfolio management, and educational seminars to a diverse client base. Joanne has been active in the financial industry since 2004 and has a strong track record of providing customized investment solutions tailored to individual needs. Joanne has earned the Series 63, 65, 7, 86 and 87 securities licenses and is currently licensed to provide advisory services in New Jersey.
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.
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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NJ
08/27/2015 - Present
Advisors Capital Management, LLC (RIDGEWOOD NJ)
OH
01/03/2011 - 04/16/2013
LONGBOW SECURITIES, LLC (INDEPENDENCE OH)
MA
06/29/2006 - 02/08/2010
FTN EQUITY CAPITAL MARKETS CORP. (BOSTON MA)
NY
06/03/2004 - 07/03/2006
PUNK, ZIEGEL & COMPANY, L.P. (NEW YORK NY)
IA
Issued 08/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/08/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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