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Johanna Bee Frediani

J.w. Cole Financial, Inc.

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About Johanna Bee Frediani

Johanna Frediani is a financial professional with experience in the industry since 2010. Johanna is currently registered with J.w. Cole Financial, Inc. and holds Series 6, Series 63 and SIE licenses. Johanna has previously worked at Principal Securities, Inc. and Raymond James Financial Services, Inc.

Firm Information

Johanna Frediani is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Johanna Frediani’s Registration & Firm History

FL

01/11/2019 - Present

J.w. Cole Financial, Inc. (Big Pine Key FL)

FL

08/10/2016 - 10/11/2018

PRINCIPAL SECURITIES, INC. (Tampa FL)

FL

03/27/2012 - 07/30/2012

RAYMOND JAMES FINANCIAL SERVICES, INC. (TAMPA FL)

FL

04/11/2005 - 07/26/2011

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 05/04/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Johanna Bee Frediani.
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