Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joni? Claim Your ProfileJoni Roberta Alt is an investment advisor representative with Evermay Wealth Management, LLC based in Arlington, Virginia. Joni has over 30 years of experience in the financial industry and holds the Series 7, 8, 24, 63 and 65 licenses. Joni specializes in working with high-net-worth individuals, corporations, and charitable organizations. Joni is a Certified Financial Planner and provides financial planning, portfolio management, and selection of other advisers to her clients.
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.
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
VA
10/21/2021 - Present
Evermay Wealth Management, LLC (ARLINGTON VA)
TX
11/03/1989 - 01/11/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
08/21/1989 - 10/23/1989
TRUSTBANK SECURITIES BROKERAGE, INC.
NA
08/19/1986 - 08/23/1989
ATLANTIC DISCOUNT BROKERAGE SERVICES CORPORATION
IA
Issued 10/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/18/1988
Series 24 - General Securities Principal Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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