Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanne? Claim Your ProfileJoanne White is a financial advisor with Cetera Investment Advisers LLC. Joanne has been in the industry since 1994 and has been with Cetera since 2019. Joanne holds licenses in Arizona, Connecticut, District of Columbia, Florida, Georgia, Maryland, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Virginia, and West Virginia. She also holds a Series 6, 7, and 66 license. Joanne's specialties include retirement planning, college savings, and estate planning. She is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
VA
06/19/2019 - Present
Cetera Investment Advisers LLC (GLEN ALLEN VA)
VA
11/04/1994 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (GLEN ALLEN VA)
BOTH
Issued 5/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/7/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/3/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joanne White is the right advisor for you? Invested Better is here to help.
