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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joiya? Claim Your ProfileJoiya Deanne Mitchell is a financial advisor with Fidelity Personal And Workplace Advisors. Joiya has been in the financial services industry since 2006. Joiya is registered with the state of Texas as an Investment Advisor Representative and as a Broker in the state of California. Joiya has experience with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Joiya is committed to providing clients with personalized financial advice that meets their individual needs.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
09/21/2018 - Present
Fidelity Personal AND Workplace Advisors (SAN RAFAEL CA)
CA
07/22/2014 - 10/24/2014
SCOTTRADE, INC. (FREMONT CA)
MI
09/07/2006 - 05/19/2014
E*TRADE SECURITIES LLC (FARMINGTON MI)
IA
Issued 10/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/31/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2009
Series 3 - National Commodity Futures Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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