Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanne? Claim Your ProfileJoanne Rogers Leveroni is a financial advisor with LPL Financial LLC, based in Braintree, MA. Joanne has been in the financial industry since 1980 and has experience working with individuals, families, and businesses. Joanne is registered to provide investment advisory services in Massachusetts and Texas. Joanne's previous employment includes Mutual Service Corporation, Titan/Value Equities Group, Inc., Keystone Provident Financial Services Corp., and WestAmerica Financial Corporation. Joanne holds the Series 63, 66, 7, 1, and SIE 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.
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
MA
07/06/2023 - Present
LPL Financial LLC (BRAINTREE MA)
MA
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (BRAINTREE MA)
CA
11/18/1986 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
01/09/1984 - 12/05/1984
KEYSTONE PROVIDENT FINANCIAL SERVICES CORP.
NA
09/25/1980 - 10/24/1983
WESTAMERICA FINANCIAL CORPORATION
NA
01/31/1979 - 01/21/1980
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
04/06/1977 - 02/22/1979
WESTAMERICA FINANCIAL CORPORATION
BOTH
Issued 09/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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