Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joy? Claim Your ProfileJoy Walker Banner chatburn is an active Registered Investment Advisor (RIA) with Raymond James Financial Services Advisors, Inc. Joy has been working in the financial industry since August 1998. Joy is currently registered with the state of Virginia. Joy is also registered with the state of Florida, Maryland, North Carolina, and Virginia for Broker-Dealer activities. Joy previously worked at Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, First Clearing, LLC, Wachovia Securities, LLC, and First Union Brokerage Services, Inc. Joy has a variety of specializations including insurance, retirement, estate planning, investment management and mutual funds. Joy can help clients with financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
VA
04/27/2023 - Present
Raymond James Financial Services Advisors, Inc. (Glen Allen VA)
MO
10/14/2016 - 02/28/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
11/11/2016 - 02/27/2017
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
04/17/2009 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
NC
10/01/2000 - 04/17/2009
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
NC
08/20/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 04/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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