Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joy? Claim Your ProfileJoy Beatrice-cody is a financial advisor with over 23 years of experience in the industry. Joy is currently registered with LPL Financial LLC in SOUTHINGTON, CT. Joy has held previous roles with Ameritas Investment Company, LLC, Mutual of America Life Insurance Company and Hartford Equity Sales Company Inc. Joy holds the Series 6, SIE and Series 63 licenses. Joy specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
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2
CT
03/07/2022 - Present
LPL Financial LLC (SOUTHINGTON CT)
CT
09/14/2020 - 10/05/2020
AMERITAS INVESTMENT COMPANY, LLC (NEWINGTON CT)
CT
05/29/1996 - 10/15/2018
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (GLASTONBURY CT)
CT
11/08/1994 - 02/15/1996
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BC
Issued 09/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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