Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joy? Claim Your ProfileJoy Funk is a financial advisor with Madison Avenue Securities, LLC. Joy is registered with FINRA and has been in the securities industry since 2020. Joy has experience working with a wide range of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Joy's primary focus is providing financial planning and portfolio management services. She is dedicated to helping her clients achieve their financial goals. Joy is also registered with the state of California as an Investment Advisor Representative.
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.
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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CA
03/04/2024 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
CA
03/16/2022 - 03/01/2024
SCF SECURITIES, INC. (SAN DIEGO CA)
CA
08/19/2021 - 03/01/2024
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
07/27/2021 - 03/01/2024
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
NY
04/09/2021 - 03/01/2024
CADARET, GRANT & CO., INC. (SYRACUSE NY)
TX
04/09/2021 - 03/01/2024
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
CA
02/21/2020 - 03/01/2024
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
BOTH
Issued 10/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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