Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanne? Claim Your ProfileJoanne Johnson is a registered representative with Synovus Securities, Inc. and is licensed to provide investment advisory services in 15 states. Joanne has been in the financial services industry since 1997. Before joining Synovus Securities, Inc., Joanne worked at SunTrust Investment Services, Inc. and Colonial Brokerage, Inc. Joanne holds the Series 63, 66, and 7 securities licenses. Joanne is also a Registered Investment Advisor. Joanne primarily serves the financial planning needs of individuals, high net worth individuals, corporations, and pension plans.
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.
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.
Tax related services, administrative 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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2
FL
06/18/2019 - Present
Synovus Securities, Inc. (PORT CHARLOTTE FL)
FL
11/11/2009 - 06/20/2019
SUNTRUST INVESTMENT SERVICES, INC. (PORT CHARLOTTE FL)
FL
04/08/2005 - 10/30/2009
COLONIAL BROKERAGE, INC. (PORT CHARLOTTE FL)
NY
02/08/2005 - 03/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
03/05/1997 - 01/19/2005
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
BOTH
Issued 06/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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