Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joy? Claim Your ProfileJoy Adams Gorney is an investment advisor representative at Osaic Wealth, Inc. with over 24 years of experience in the financial industry. Joy is a CERTIFIED FINANCIAL PLANNER™ professional and is licensed in multiple states. Joy also owns and operates JAG Financial, Inc., which provides insurance and investment advisory services. Joy's commitment to providing exceptional service and expertise has earned her a reputation as a trusted advisor to individuals, families, and businesses.
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.
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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2
GA
11/03/2023 - Present
Osaic Wealth, Inc. (MARIETTA GA)
GA
12/12/2005 - 11/03/2023
FSC SECURITIES CORPORATION (MARIETTA GA)
MA
01/04/2005 - 12/01/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
10/29/1998 - 12/16/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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