Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joy? Claim Your ProfileJoy Ezinwa Ogbunamiri has been in the financial industry since April 1998. Joy is registered with Wells Fargo Clearing Services, LLC in Beverly Hills, CA and El Segundo, CA. Joy has over 20 years of experience and currently holds Series 7, 63, 65 and SIE licenses. Joy has previously been registered with WELLS FARGO INVESTMENTS, LLC, WELLS FARGO SECURITIES INC., and SANFORD C. BERNSTEIN & CO., INC.. Joy has experience with a wide range of investment products and services and has worked with clients in various industries, including corporations, individuals, pension plans, and charitable organizations.
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
CA
10/10/2016 - Present
Wells Fargo Clearing Services, LLC (BEVERLY HILLS CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)
CA
06/28/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
04/21/1998 - 07/12/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 10/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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