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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brent Joyce is a financial advisor at LPL Financial LLC. Jeffrey has been in the financial services industry since 1992 and has a wide range of experience, including working with individuals, corporations, and charitable organizations. Jeffrey holds Series 7, 63, 26, and SIE licenses, and is registered in North Carolina. Prior to joining LPL Financial LLC, Jeffrey has worked with INVEST FINANCIAL CORPORATION, CETERA ADVISOR NETWORKS LLC, SUNTRUST INVESTMENT SERVICES, INC., NCF FINANCIAL SERVICES, INC., and FIRST UNION SECURITIES, INC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
NC
02/14/2018 - Present
LPL Financial LLC (LENOIR NC)
NC
12/15/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (LENOIR NC)
NC
02/14/2007 - 12/02/2015
CETERA ADVISOR NETWORKS LLC (LENOIR NC)
NC
01/03/2005 - 01/24/2007
SUNTRUST INVESTMENT SERVICES, INC. (MORGANTON NC)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
11/14/2001 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
10/01/2000 - 11/07/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
10/26/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
05/19/1992 - 10/30/1998
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
IA
Issued 01/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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