Unclaimed
Joy Lynn Mitchell is a financial advisor registered with Janney Montgomery Scott LLC in Elyria, OH. Joy is active in both the BrokerCheck and Investment Adviser Public Disclosure systems. Joy has been working in the financial industry since 1993 and has passed multiple securities exams, including Series 63, Series 65, Series 7, and SIE. Joy has been registered with Janney Montgomery Scott LLC since 2005 and has a history of working with individuals, businesses, and organizations. Joy provides financial planning, portfolio management, pension consulting, and educational seminars.
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.
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.
Fee plus commission
1
2
OH
06/25/2005 - Present
Janney Montgomery Scott LLC (ELYRIA OH)
PA
03/21/1995 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IL
03/12/1993 - 03/31/1995
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 04/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joy Mitchell is the right advisor for you? Invested Better is here to help.