Joan's Qualifications
I am a Registered Representative with Cetera Advisors Network LLC, a member of FINRA and SIPC.
I am a member of the Financial Planning Association (FPA) and the National Association of Tax Professionals (NATP).
I studied accounting at Queens College and received my Bachelor of Arts degree in Economics from Fordham University. In 1985 I earned the professional CFP® certification from the International Board of Standards and Practices for Certified Financial Planners after completing the program from the College for Financial Planning.
In addition to the work I do as a financial representative, I have taught a CFP® Board-Registered Program as an adjunct faculty member at Long Island University, CW Post Campus.
My registrations and designations include: Series 6, 7, 22, 24, 63 and 65; Certified Financial PlannerTM certificant and Life, Accident and Health Insurance Licenses.
I periodically present seminars on financial topics.
