Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanne? Claim Your ProfileJoanne L. Bear is a financial advisor with over 20 years of experience in the financial services industry. Joanne is registered with LPL Financial LLC. Joanne is a dedicated professional focused on meeting the unique financial needs of each client. Joanne's expertise includes a wide range of financial planning services, such as portfolio management, retirement planning, and investment strategies.
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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2
TN
10/13/2022 - Present
LPL Financial LLC (KINGSPORT TN)
MI
01/10/2011 - 05/10/2012
FIFTH THIRD SECURITIES, INC. (CADILLAC MI)
MI
03/04/2008 - 02/04/2011
LPL FINANCIAL LLC (MESICK MI)
MI
12/06/2004 - 03/04/2008
IFMG SECURITIES, INC. (CADILLAC MI)
CA
04/20/2000 - 12/17/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IL
04/05/1999 - 10/06/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 07/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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