Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanne? Claim Your ProfileJoanne Lee Weidner is a financial advisor with Osaic Wealth, Inc. located in Downingtown, Pennsylvania. Joanne has been working in the financial industry since October 1986 and is registered to conduct business in several states. Her experience encompasses a variety of firms, including Securities America, Inc., Mutual of Omaha Investor Services, Inc., and Resource Horizons Group LLC. Joanne holds several professional licenses, including Series 7, 6, 63, and 65. Joanne is also an active member of the community and supports organizations such as the Lion's Eye Bank of Delaware Valley. Joanne specializes in financial planning, portfolio management, and pension consulting, serving individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (DOWNINGTOWN PA)
PA
08/17/2018 - 06/14/2024
SECURITIES AMERICA, INC. (DOWNINGTOWN PA)
PA
08/27/2012 - 08/28/2018
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (DOWNINGTOWN PA)
PA
07/06/2005 - 08/21/2012
RESOURCE HORIZONS GROUP LLC (DOWNINGTOWN PA)
LA
12/16/2001 - 12/31/2004
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
PA
02/02/1999 - 12/16/2001
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NJ
06/30/1994 - 12/31/1998
FIRST PRIORITY INVESTMENT CORPORATION (NEWARK NJ)
NJ
05/21/1992 - 01/21/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
07/02/1985 - 03/04/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
NA
05/22/1984 - 05/16/1985
VANGUARD MARKETING CORPORATION
IA
Issued 12/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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