Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jocinta? Claim Your ProfileJocinta Nina White Powell is a financial advisor with over 25 years of experience in the industry. Jocinta is currently registered with J. W. Cole Advisors, Inc. and holds a Series 6, 7, and 66 securities license as well as a SIE. Jocinta is also a Chartered Financial Consultant. Prior to joining J. W. Cole Advisors, Inc., Jocinta worked at OSAIC FS, INC. and First Command Financial Planning, INC. Jocinta has a diverse background in financial planning, portfolio management, and investment advisory services. Jocinta provides services to individuals, businesses, high-net-worth individuals, and charitable organizations. Jocinta works with clients to develop customized financial plans that meet their unique needs and 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.
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 consulting
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
FL
08/05/2024 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
VA
04/01/2019 - 08/07/2024
OSAIC FS, INC. (DUMFRIES VA)
VA
11/05/2004 - 03/20/2019
FIRST COMMAND FINANCIAL PLANNING, INC. (ARLINGTON VA)
CA
08/23/1997 - 10/20/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
11/22/1996 - 06/25/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 02/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jocinta Powell is the right advisor for you? Invested Better is here to help.
