Question 1

Is Joan Qasim Simmonds a licensed financial advisor?

Accepted Answer

Yes. Joan Q. Simmonds is a FINRA-registered financial advisor (CRD# 5268067) and Senior Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. She holds Series 7, Series 66, and SIE licenses and is registered in 19 U.S. states and territories.

Question 2

What services does Joan Qasim Simmonds offer?

Accepted Answer

Joan offers financial consulting, comprehensive wealth management, investment portfolio analysis, digital asset trading guidance, stock brokerage services, and risk management strategies—all tailored to individual client goals.

Question 3

Where is Joan Qasim Simmonds located?

Accepted Answer

Joan is based at the Merrill Lynch office at 6245 Sheridan Dr, Williamsville, NY 14221 (Buffalo area). She is licensed to serve clients across 19 U.S. states and territories.

Question 4

How can I verify Joan Simmonds credentials?

Accepted Answer

You can verify Joan Q. Simmonds credentials directly on FINRA BrokerCheck using her CRD# 5268067 at brokercheck.finra.org. Her record shows no disclosure events, and she holds all required securities licenses.