Joanne Marie Woiteshek
Investment adviser representative at Founders Financial Securities, LLC
35 yearsExperience
1 stateRegistered in
$4.1BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Founders Financial Securities LLCOct 2025 to now
- UnifinancialAug 1991 to now
- Brooklight Place Securities, Inc.Jan 2017 to Jul 2020
- Fortune Financial Services, IncFeb 2013 to Dec 2016
- Interactive Financial AdvisorsJan 2003 to Oct 2025
- OrganizamericaAug 1991 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (IL).
Founders Financial Securities, LLC
$4.1BAssets managed
9,870Clients
117Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2222062
- Firm CRD
- 137945