Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joelle? Claim Your ProfileJoelle Marissa Fontaine is a financial advisor who has been in the industry since 2022. She is currently registered with UBS Financial Services Inc. and is licensed to provide investment advice in North Carolina. Previously, she was employed by Vanguard Marketing Corporation and held a variety of positions in the hospitality and education industries. Joelle is dedicated to providing personalized financial advice and helping her clients 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
04/25/2024 - Present
UBS Financial Services Inc. (CHARLOTTE NC)
NC
09/09/2022 - 03/25/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 04/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joelle Fontaine is the right advisor for you? Invested Better is here to help.
