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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 Marie Welker is a financial advisor with Benjamin F. Edwards & Company, Inc. Joanne is a registered representative in Missouri and Texas. She has been in the industry since 2008 and has a broad range of experience. Joanne holds the Series 6, 7, 24, 63 and 66 licenses, and has earned the Chartered Financial Analyst designation. Joanne specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. She provides services to a wide range of clients, including individuals, families, businesses, and retirement plans. In addition to her work with Benjamin F. Edwards & Company, Inc., Joanne is also a board member and investment committee member for Our Lady's Inn.
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
MO
01/05/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
04/06/2006 - 04/11/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
12/07/1992 - 03/08/1994
WADDELL & REED, INC.
BOTH
Issued 11/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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