Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joy? Claim Your ProfileJoy Rose Brown is a financial advisor with Fidelity Personal and Workplace Advisors. Joy has been in the industry since 1988 and has experience working with individuals, corporations, high-net-worth individuals, and pension plans. Joy is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 63, 65, and 66 securities licenses. Joy provides a variety of financial services, including financial planning, portfolio management, educational seminars, and selection of other advisors.
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.
1
2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (JUPITER FL)
CT
02/23/1988 - 11/05/2010
VP DISTRIBUTORS INC (HARTFORD CT)
NA
04/20/1987 - 10/01/1987
FIRST INVESTORS CORPORATION
BOTH
Issued 09/28/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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