Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joy? Claim Your ProfileJoy Yvette Jackson is a financial advisor with over 25 years of experience in the industry. Joy is currently registered with Osaic Wealth, Inc., and holds Series 63, 65, 7, and SIE licenses. Joy's previous experience includes roles at firms such as Equity Services, Inc., AXA Advisors, LLC, MONY Securities Corporation, CADARET, GRANT & CO., INC., and AIG Equity Sales Corp. Joy is committed to providing her clients with personalized financial advice and services.
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.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
04/05/2007 - 06/17/2013
EQUITY SERVICES, INC. (NEW YORK NY)
NY
09/26/2001 - 03/21/2007
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/23/1998 - 09/07/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/02/1998 - 03/17/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
08/12/1997 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
IA
Issued 09/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joy Jackson is the right advisor for you? Invested Better is here to help.
