Joanann Blaise Natola

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → Present
  Commonwealth Financial Network
  Waltham, MA
• 02/2011 → Present
  Element Financial Group
  New York, NY

Previous Registrations

• 2005-06-21 → 2011-02-04
  Mml Investors Services, Llc
  New Haven, CT
  New York, NY
  Hamden, CT

Other Businesses

1. Fixed insurance sales, as of 2010, 30% of time spent during business hours, conducted at branch location; investment-related. 2. Element Financial Group, LLC, managing partner and co-owner of private entity created to operate insurance, securities business, as of 02/01/2011, 100% of time spent during business hours, conducted at branch location; investment related. 3. Co-trustee, non-family related insurance trust; as of July 2016; approximately less than 1% time spent during securities trading hours per month; conducted at branch location; investment related.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-16

Other Names

• Joananne Blaise Natola
• Joann Mccorkle
• Joann Keegan