Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanne? Claim Your ProfileJoanne Marie Natale is a financial advisor with over 20 years of experience in the industry. Joanne has a strong background in both investment management and tax planning, having worked as a CPA for several years before joining the financial services industry. Joanne is a Certified Financial Planner and holds a Series 6, 7, 63, and 65 license. Joanne is currently affiliated with LPL Financial LLC. Prior to joining LPL Financial LLC, Joanne has worked with several other firms, including Securities America, Inc., National Planning Corporation, Park Avenue Securities LLC, and Woodbury Financial Services, Inc. Joanne provides a wide range of financial services to individuals, families, and businesses, including financial planning, investment management, and tax planning. Joanne is committed to providing her clients with personalized financial advice and guidance that helps them achieve their financial goals.
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.
1
2
PA
05/09/2024 - Present
LPL Financial LLC (LINE LEXINGTON PA)
PA
10/26/2017 - 05/09/2024
SECURITIES AMERICA, INC. (Line Lexington PA)
PA
02/22/2017 - 11/02/2017
NATIONAL PLANNING CORPORATION (Doylestown PA)
PA
06/04/2012 - 02/10/2017
PARK AVENUE SECURITIES LLC (LINE LEXINGTON PA)
PA
03/15/2011 - 05/31/2012
WOODBURY FINANCIAL SERVICES, INC. (COOPERSBURG PA)
NY
03/04/1999 - 10/24/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/04/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
09/03/1986 - 10/17/1988
INVESTACORP, INC.
IA
Issued 06/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/17/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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