Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joy? Claim Your ProfileJoy Letendre is a financial advisor at LPL Financial LLC in Bloomington, Minnesota. Joy has been in the financial services industry since 2004 and has experience in both the broker-dealer and investment advisor worlds. Joy is registered to provide investment advice in Minnesota and Wisconsin. Joy is also a licensed securities agent in both states and is qualified to provide investment advice to individuals, corporations, and other entities. Joy has extensive experience in providing financial planning, portfolio management, and other investment-related services to her clients.
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
05/28/2024 - Present
LPL Financial LLC (BLOOMINGTON MN)
MN
02/28/2023 - 10/25/2023
THE HUNTINGTON INVESTMENT COMPANY (Roseville MN)
MN
01/24/2008 - 11/06/2008
UVEST FINANCIAL SERVICES GROUP, INC. (MINNEAPOLIS MN)
MN
11/27/2006 - 02/05/2008
IFMG SECURITIES, INC. (SAINT PAUL MN)
MN
12/03/2004 - 12/31/2006
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
IA
Issued 05/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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