Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joy? Claim Your ProfileJoy Clary is an investment advisor representative with Raymond James Financial Services Advisors, Inc. located in Cornelius, NC. Joy has over 25 years of experience in the financial services industry. Joy is registered to provide investment advice in North Carolina. Joy has worked at several firms during her career, including Wells Fargo Clearing Services, LLC, Janney Montgomery Scott LLC, BB&T Investment Services, Inc. and Salomon Smith Barney Inc. Joy has passed the Series 7, Series 63 and Series 66 exams. Joy is a Registered Client Associate with Williamson Wealth Group.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
11/09/2023 - Present
Raymond James Financial Services Advisors, Inc. (Cornelius NC)
NC
03/23/2015 - 07/27/2023
WELLS FARGO CLEARING SERVICES, LLC (DAVIDSON NC)
NC
04/02/2013 - 03/25/2015
JANNEY MONTGOMERY SCOTT LLC (CHARLOTTE NC)
NC
01/20/2012 - 03/19/2013
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
08/07/2002 - 06/03/2010
BB&T INVESTMENT SERVICES, INC. (STATESVILLE NC)
NY
08/27/1998 - 08/01/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NC
02/09/1998 - 07/16/1998
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NC
09/21/1995 - 11/07/1997
CENTURA SECURITIES, INC. (KANNAPOLIS NC)
BOTH
Issued 11/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/8/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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