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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joy? Claim Your ProfileJoy Marie Drewior is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Joy has been in the financial industry since 1998, providing financial advice to clients in various sectors, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Joy offers a range of services, including portfolio management for individuals and businesses, performance measurement reports, allocation modeling, IPS, research reports and services, and selection of other advisers. Joy is registered to provide financial advice in 39 states and is also a registered Investment Advisor in Florida, Michigan, and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
07/02/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TAMPA FL)
FL
04/22/2016 - 02/27/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)
FL
01/27/2009 - 06/19/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)
FL
03/23/2006 - 12/02/2008
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (TAMPA FL)
MO
12/19/2003 - 03/06/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
CA
05/19/2003 - 06/11/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
GA
01/28/2002 - 05/23/2003
PFS INVESTMENTS INC. (DULUTH GA)
NJ
01/29/1999 - 01/28/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
09/11/1998 - 01/14/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
FL
05/15/1996 - 08/25/1998
FNB BROKERAGE SERVICES, INC. (STUART FL)
BOTH
Issued 06/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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