Unclaimed
Joy Suzanne Stenehjem is a financial advisor at Leonard Rickey Investment Advisors, PLLC. Joy has been in the industry since 2000 and is licensed to provide investment advice in Washington and Texas. Joy holds the Series 66, Series 7 and SIE licenses. Joy has extensive experience providing financial planning, portfolio management and pension consulting to individuals and businesses. Joy is also a Certified Financial Planner.
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.
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.
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WA
01/04/2001 - Present
Leonard Rickey Investment Advisors, PLLC (YAKIMA WA)
WA
10/25/2000 - 04/18/2016
LPL FINANCIAL LLC (YAKIMA WA)
BOTH
Issued 11/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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