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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 Letizia Meier is a financial advisor registered with LPL Financial LLC and has been in the industry since 1994. Joanne has held various roles within the financial services industry, most recently working at M&T Securities, Inc. Joanne Letizia Meier specializes in providing investment advice to individuals, corporations, businesses, and charitable organizations. Joanne is also registered as an Investment Advisor Representative in the state of New York. Joanne has passed several industry exams, including the Series 6, Series 7, Series 24, Series 63, and Series 66 exams.
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
NY
06/09/2021 - Present
LPL Financial LLC (CHEEKTOWAGA NY)
NY
05/01/1995 - 06/09/2021
M&T SECURITIES, INC. (CHEEKTOWAGA NY)
NY
10/25/1994 - 05/01/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BOTH
Issued 03/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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