Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanne? Claim Your ProfileJoanne Sardella is a financial advisor with Raymond James Financial Services Advisors, Inc. Joanne has been in the financial industry since 1985. Joanne has experience in providing financial planning, portfolio management and other financial services to individuals, businesses, corporations, charitable organizations, and investment companies. Joanne holds the following licenses and certifications: Series 3, Series 6, Series 7, Series 9, Series 10, Series 63, and SIE. Joanne is also a Certified Financial Planner.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
12/11/2009 - Present
Raymond James Financial Services Advisors, Inc. (Vero Beach FL)
FL
01/01/2008 - 11/13/2009
WELLS FARGO ADVISORS, LLC (VERO BEACH FL)
FL
03/06/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (VERO BEACH FL)
NY
02/15/1988 - 03/21/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
12/17/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
05/23/1984 - 07/05/1984
FIDELITY DISTRIBUTORS CORPORATION
BC
Issued 01/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1986
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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