Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joni? Claim Your ProfileJoni Lovell is a financial advisor with over 25 years of experience in the financial services industry. Joni is currently a Registered Representative with U.s. Bancorp Investments, Inc. and is licensed to provide financial services in Missouri. Prior to joining U.s. Bancorp Investments, Inc., Joni worked for several other firms including Firstar Investment Services, Inc. and Mercantile Investment Services, Inc. Joni holds several professional licenses, including the Series 7, Series 63, and Series 65.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
12/01/2001 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
NJ
02/10/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NA
09/20/1990 - 10/09/1992
MERCANTILE INVESTMENT SERVICES, INC.
NA
05/23/1989 - 09/18/1990
PAINEWEBBER INCORPORATED
BC
Issued 12/20/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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