Unclaimed
Joy Michele Wink is an Investment Advisor Representative with Northrock Partners, LLC. Joy has been working in the financial services industry since 1986. Joy has been registered with Northrock Partners, LLC since August 2019 and holds the Series 6, 7, 63 and 65 securities licenses and the SIE exam. Joy is currently licensed in Illinois. Joy has experience in the financial services industry working for various firms including Ameriprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, BMO Harris Financial Advisors, Inc., BANC ONE SECURITIES CORPORATION, FIRST CHICAGO NBD INVESTMENT SERVICES, INC., OLD KENT BROKERAGE SERVICES and DREXEL BURNHAM LAMBERT 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.
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
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
MN
08/12/2019 - Present
Northrock Partners, LLC (MINNEAPOLIS MN)
IL
05/11/2016 - 08/15/2019
AMERIPRISE FINANCIAL SERVICES, INC. (BARRINGTON IL)
IL
07/07/2014 - 04/20/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE IN THE HILLS IL)
IL
12/05/2013 - 06/24/2014
BMO HARRIS FINANCIAL ADVISORS, INC. (PALATINE IL)
IL
02/01/1999 - 07/08/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
10/14/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
MI
10/01/1993 - 06/21/1996
OLD KENT BROKERAGE SERVICES (GRAND RAPIDS MI)
NA
05/20/1986 - 04/16/1990
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 02/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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