Joanne Marie Natale

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2005 → 12/2021
  Proactive Accounting Solutions, Inc. (Formerly J Marko Cpa Serv
  Coopersburg, PA
• 12/2015 → 02/2017
  Guardian Life Insurance Company
  Line Lexington, PA
• 12/2015 → 02/2017
  Park Avenue Securities
  Line Lexington, PA
• 02/2017 → 10/2017
  National Planning Corporation
  Line Lexington, PA
• 10/2017 → 05/2024
  Securities America Inc.
  Coopersburg, PA
• 10/2017 → 05/2024
  Securities America Advisors
  Coopersburg, PA
• 05/2024 → Present
  Lpl Financial Llc
  Lexington, PA
• 01/2022 → Present
  Proactive Tax Strategies, Llp
  Line Lexington, PA

Previous Registrations

• 2017-10-26 → 2024-05-09
  Securities America Advisors, Inc.
  Lexington, PA
• 2017-02-22 → 2017-11-02
  National Planning Corporation
  Line Lexington, PA
  Doylestown, PA
• 2012-08-16 → 2017-02-10
  Park Avenue Securities Llc
  New Britain, PA
  Coopersburg, PA
  King Of Prussia, PA
  Coopersburg, PA
  Line Lexington, PA
• 2011-06-28 → 2012-05-31
  Woodbury Financial Services, Inc.
  Spring City, PA
  Coopersburg, PA
• 2001-02-22 → 2006-12-08
  Cooney Financial Advisors Inc
  Marlton, NJ

Other Businesses

1) 05/09/2024 - PROACTIVE TAX STRATEGIES, LLP - Tax Prep/Accounting/CPA - CPA and managing partner - PA 18932 - Investment related - Start date: 01/01/2022 - 65 Hrs/Mth - 15 Hrs During Trading. 2) 05/09/2024- JOANNE & STEVEN NATALE - Real Estate Rental - Co-owner - PA 19525 & PA 18932 - Investment related - Start date: 03/01/2009 - 1 Hrs/Mth - 0 Hrs During Trading. 3) 05/09/2024- PTS MANAGEMENT, LLC - Business Entity For Tax/Investment Purposes Only - Sole owner - PA 18932 - Non investment related - Start date: 01/01/2022 - 15 Hrs/Mth - 5 Hrs During Trading 4) 05/09/2024- PROACTIVE FINANCIAL STRATEGIES - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date: 05/09/2024 - 80 Hrs/Mth - 20 Hrs During Trading 5) 08/21/2025 - Proactive Financial Strategies - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:07/24/2025 - 4 Hrs/Mth - 2 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-01
• S63 Uniform Securities Agent State Law Examination
  2011-03-14
• S66 Uniform Combined State Law Examination
  1999-03-17

Designations

• Certified Financial Planner

Other Names

• Joanne Marie Brennan
• Joanne Marie Marko
• Joanne Marie Marko
• Joanne Marko Natale