Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joy? Claim Your ProfileJoy Arlene Puyear is a registered investment advisor representative with MAI Capital Management, LLC. Joy has been in the industry since 2005 and has experience in financial planning, portfolio management, and pension consulting. Joy is registered to provide investment advice in California.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
CA
08/12/2022 - Present
MAI Capital Management, LLC (San Ramon CA)
MO
05/02/2005 - 10/14/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 05/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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