Best Investors Account Sign in

Joanne Holan

Missionsquare Wealth Management

Murrieta, CA

San Jose, CA

Claim This Profile
Current Employers
Missionsquare Wealth Management

777 North Capitol Street, Ne, Washington, DC 20002 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-03
  • CA RA
    APPROVED
    Since 2026-03-03

Branch Locations

Murrieta, CA • United States

San Jose, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Icma Retirement Corporation Washington DC 12/2001 Present
Aig Financial Advisors, Inc. Phoenix AZ 10/2005 Present
  • 12/2001 → Present
    Icma Retirement Corporation
    Washington, DC
  • 10/2005 → Present
    Aig Financial Advisors, Inc.
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-09-15
S63 Uniform Securities Agent State Law Examination 1995-09-27
  • S65 Uniform Investment Adviser Law Examination
    2003-09-15
  • S63 Uniform Securities Agent State Law Examination
    1995-09-27
Designations
Other Names
  • Joanne Holan
  • Joanne Danielsen

View on SEC IAPD

More in Murrieta, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor