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 Visco is a financial advisor who has been in the industry since 2004. Currently, Joanne is an active Registered Representative with Robert W. Baird & Co. Inc. in Milwaukee, WI. Joanne has also held prior positions with SAGEPOINT FINANCIAL, INC. and MORGAN STANLEY. Joanne holds the Series 63, Series 9, Series 10, SIE and Series 7 licenses.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
08/30/2022 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
PA
09/11/2013 - 03/02/2021
SAGEPOINT FINANCIAL, INC. (PITTSBURGH PA)
PA
06/01/2009 - 11/05/2012
MORGAN STANLEY (UPPER ST. CLAIR PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (UPPER ST. CLAIR PA)
MD
07/15/2002 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 10/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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