Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joy? Claim Your ProfileJoy Frances Kenefick is a financial advisor with over 25 years of experience in the industry. Joy has a Series 66 license and holds registrations in 29 states for both Broker-Dealer and Investment Advisor activities. Joy is currently registered with Wells Fargo Clearing Services, LLC and has been with them since 2016. Before joining Wells Fargo Clearing Services, LLC, Joy was a registered representative with Wachovia Securities, Inc. for 4 years. Joy has a history of providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and institutional clients. Joy specializes in investment consulting services, financial planning, and portfolio management.
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
NC
04/14/2011 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
12/18/1997 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 01/09/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1997
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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