Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joni? Claim Your ProfileJoni Borawski is a financial advisor at Fidelity Personal and Workplace Advisors. Joni has been a registered representative for over ten years. Previously, Joni worked for PNC Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. Joni has a Series 7, Series 66, and SIE license. Joni is registered with the Securities and Exchange Commission (SEC) and is also a registered investment advisor in Florida. Joni specializes in providing financial advice to individuals, businesses, and high-net-worth clients. Joni also provides financial planning services, education seminars, and portfolio management.
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.
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.
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2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (TAMPA FL)
PA
03/26/2013 - 09/24/2014
PNC INVESTMENTS (CHALFONT PA)
PA
06/15/2012 - 02/19/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLUE BELL PA)
PA
07/18/2011 - 04/30/2012
MORGAN STANLEY SMITH BARNEY (JENKINTOWN PA)
BOTH
Issued 08/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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