Joanne Natale (CRD# 1553080) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Line Lexington, PA and has over 25 years of experience in the finance industry. Joanne Natale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America Inc. | Coopersburg, PA | Oct 2017 - Current | 6 |
Securities America Advisors | Coopersburg, PA | Oct 2017 - Current | 6 |
Proactive Accounting Solutions, Inc. (formerly J Marko Cpa Serv | Coopersburg, PA | Jan 2005 - Current | 19 |
National Planning Corporation | Line Lexington, PA | Feb 2017 - Oct 2017 | < 1 |
Guardian Life Insurance Company | Line Lexington, PA | Dec 2015 - Feb 2017 | 1 |
Park Avenue Securities | Line Lexington, PA | Dec 2015 - Feb 2017 | 1 |
Park Avenue Securities LLC | Coopersburg, PA | Jun 2013 - Dec 2015 | 2 |
Guardian Life Insurance Co Of America | Coopersburg, PA | Jun 2013 - Dec 2015 | 2 |
Park Avenue Securities LLC | New Britain, PA | May 2013 - Dec 2014 | 1 |
Guardian Life Insurance Co Of America | New Britain, PA | May 2013 - Dec 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2011 |
S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
S66 | NASAA Uniform Combined State Law Examination | Mar 1999 |
- PA
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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- Pension consulting services
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- Educational seminars/workshops
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