Unclaimed
Joy Davida Sova is a registered representative with Wells Fargo Clearing Services, LLC, a firm that manages $10 billion - $50 billion in assets. Joy has been in the industry since 2012 and has worked at both Wells Fargo Clearing Services, LLC and First Clearing, LLC. Joy holds the Series 99 and the Securities Industry Essentials Examination licenses. Joy is a specialist in a variety of investment products and strategies.
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
MO
11/11/2016 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
07/20/2012 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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