Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joni? Claim Your ProfileJoni Cowan is a financial advisor with over 13 years of experience in the financial services industry. Joni is currently registered with Calton & Associates, Inc. Joni has a strong background in investment company products and variable contracts, and she holds a Series 6 license, as well as a Series 63 license. Joni is dedicated to helping clients achieve their financial goals and can provide a range of services, including financial planning 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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IN
08/15/2019 - Present
Calton & Associates, Inc. (Jasper IN)
IN
11/02/2015 - 08/15/2019
SECURITIES AMERICA, INC. (JASPER IN)
IN
09/12/2011 - 06/19/2014
DALTON STRATEGIC INVESTMENT SERVICES INC. (JASPER IN)
IN
01/30/2006 - 09/29/2011
BATES SECURITIES, INC. (JASPER IN)
BC
Issued 08/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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