Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joni? Claim Your ProfileJoni Terens is a financial professional with over 27 years of experience in the industry. Joni is currently registered with Avantax Investment Services, Inc. in TUSTIN, CA. Joni has held several licenses and registrations over the years. Joni has passed the Series 63, SIE, and Series 6 exams. Joni is registered in several states including Arizona, California, Florida, Maryland, Nevada, Oregon, and Virginia.
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.
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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CA
02/02/1995 - Present
Avantax Investment Services, Inc. (TUSTIN CA)
CA
11/02/2020 - 11/05/2020
MONEY CONCEPTS CAPITAL CORP (Tustin CA)
BC
Issued 02/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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