Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joy? Claim Your ProfileJoy Lynn Wicker is a financial advisor with Fidelity Personal And Workplace Advisors, with over 20 years of experience in the financial services industry. Joy has held a variety of roles at different firms, including Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, and LPL Financial LLC. Joy is licensed to provide financial advice in 53 states, and holds Series 7 and Series 66 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
02/22/2022 - Present
Fidelity Personal AND Workplace Advisors (NEW BRAUNFELS TX)
CA
07/16/2021 - 10/19/2021
LPL FINANCIAL LLC (SAN DIEGO CA)
TX
06/24/2015 - 07/09/2021
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
12/16/2013 - 03/23/2015
WELLS FARGO ADVISORS, LLC (SAN ANTONIO TX)
CO
11/05/2012 - 12/05/2013
CHARLES SCHWAB & CO., INC. (COLORADO SPRINGS CO)
TX
11/01/2011 - 10/02/2012
WELLS FARGO ADVISORS, LLC (NEW BRAUNFELS TX)
TX
01/15/2010 - 11/09/2011
MORGAN STANLEY SMITH BARNEY (SAN ANTONIO TX)
IN
07/07/2000 - 06/01/2009
CHARLES SCHWAB & CO., INC. (FISHERS (INDIANAPOLIS) IN)
BOTH
Issued 10/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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