Unclaimed
Joy Michele Hess is a financial advisor with LPL Financial LLC, located in Coon Rapids, Minnesota. Joy has been in the industry since March 4, 2004, and has experience in the financial services industry. She offers financial planning services, portfolio management, and consulting to a wide range of clients, including individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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
MN
03/22/2018 - Present
LPL Financial LLC (COON RAPIDS MN)
MN
12/01/2006 - 08/24/2017
QUESTAR CAPITAL CORPORATION (COON RAPIDS MN)
MN
10/17/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (COON RAPIDS MN)
NY
08/08/2003 - 10/20/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 06/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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