Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joy? Claim Your ProfileJoy Parduhn is an investment advisor representative registered with Choreo, LLC. Joy has been in the industry for over 20 years and has experience with both individual and institutional clients. Joy holds the Series 6, 7, 63 and 65 licenses. Joy also holds a degree in Finance from Oklahoma State University. Joy is committed to providing her clients with personalized financial planning and investment management services. Joy is a member of the Oklahoma Society of Certified Public Accountants. Prior to joining Choreo, LLC, Joy worked at Cambridge Investment Research, Inc. and Prudential Securities Incorporated.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
A percentage of the total value of assets under management is charged.
1
2
OK
01/22/2020 - Present
Choreo, LLC (OKLAHOMA CITY OK)
OK
02/27/2003 - 03/10/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (OKLAHOMA CITY OK)
NY
03/14/2002 - 02/03/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/04/2000 - 03/13/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
10/12/1999 - 01/18/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 09/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Joy Parduhn is the right advisor for you? Invested Better is here to help.
