Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanne? Claim Your ProfileJoanne Yee is a financial professional with over 12 years of experience in the industry. She has a strong track record of success in the financial services industry, having worked at prominent firms like Blackstone Securities Partners LP, CVC Funding, LLC, Apollo Global Securities, LLC, and BlackRock Investments, LLC. Joanne is licensed to provide investment advice in New York and holds Series 7, 24, and 63 licenses as well as the SIE.
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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NY
08/12/2024 - Present
Blackstone Securities Partners LP (NEW YORK NY)
NY
10/03/2022 - 05/10/2024
CVC FUNDING, LLC (NEW YORK NY)
NY
10/26/2016 - 07/06/2022
APOLLO GLOBAL SECURITIES, LLC (NEW YORK NY)
NY
12/22/2010 - 08/31/2016
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
BC
Issued 10/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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