Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joni? Claim Your ProfileJoni Lynn Campos is a financial professional with over 20 years of experience in the financial industry. Joni has a strong background in securities trading and investment advisory services. Joni has held various roles in the industry, including positions at Charles Schwab & Co., Inc., D.E. Frey & Company, Inc., and Tcadvisors Network Inc. Currently, Joni is a Registered Representative with Tiaa-Cref Individual & Institutional Services, LLC and provides financial advisory services.
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.
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.
Compensation from affiliates
1
2
TX
01/23/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Pilot Point TX)
WI
09/21/2004 - 02/09/2005
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
CO
04/01/2003 - 09/02/2004
TCADVISORS NETWORK INC. (CENTENNIAL CO)
CO
06/19/2001 - 10/02/2001
TCADVISORS NETWORK INC. (CENTENNIAL CO)
TX
03/20/2001 - 06/27/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
02/17/1998 - 03/22/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
CO
11/10/1997 - 01/14/1998
SCHNEIDER SECURITIES, INC. (DENVER CO)
TX
09/03/1997 - 12/10/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
11/06/1996 - 07/23/1997
COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)
BOTH
Issued 12/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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