Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ben? Claim Your ProfileBen Joyce is a financial advisor with over 24 years of experience in the financial services industry. Ben has been with Wells Fargo Clearing Services, LLC since 2012 and has a strong track record of providing financial advice to individuals, families, and businesses. Ben has a wide range of experience in financial planning, investment management, and retirement planning. Ben is also a Certified Financial Planner and holds several industry licenses. Ben's previous experience includes roles at Moors & Cabot, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
04/30/2018 - Present
Wells Fargo Clearing Services, LLC (BELLINGHAM WA)
CA
04/23/2010 - 08/01/2012
MOORS & CABOT, INC. (SAN FRANCISCO CA)
CA
01/29/1999 - 04/27/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)
BOTH
Issued 02/19/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/27/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2015
Series 3 - National Commodity Futures Examination
BC
Issued 01/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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