Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanne? Claim Your ProfileJoanne Salisbury is a financial professional with over 30 years of experience in the industry. Joanne is currently registered with Symetra Securities, Inc. and has held previous roles with several other firms including EK Riley Investments, LLC, Signator Financial Services, Inc., Signator Investors, Inc., Sharebuilder Securities Corporation, and National Securities Corporation. Joanne holds a variety of licenses and certifications including Series 7, 63, 24, 53, 55, 57, 99 and Series 14 and 27. Joanne's experience and qualifications make her well-equipped to assist clients with their financial planning needs.
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.
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.
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2
WA
02/28/2023 - Present
Symetra Securities, Inc. (BELLEVUE WA)
WA
10/01/2015 - 11/30/2020
EK RILEY INVESTMENTS, LLC (SEATTLE WA)
MA
06/12/2003 - 12/31/2014
SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)
MA
11/22/2013 - 11/12/2014
SIGNATOR INVESTORS, INC. (BOSTON MA)
WA
11/02/2004 - 12/03/2012
SYMETRA SECURITIES, INC. (BELLEVUE WA)
VA
05/23/2000 - 12/31/2002
SHAREBUILDER SECURITIES CORPORATION (MCLEAN VA)
FL
05/11/1987 - 04/04/2000
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
IA
Issued 01/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2022
Series 14 - Compliance Officer Examination
BC
Issued 10/31/2022
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/31/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/31/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/31/2022
Series 4 - Registered Options Principal Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/31/2022
Series 99TO - Operations Professional Examination
BC
Issued 10/31/2022
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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