Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Slutsker is a financial advisor with over 40 years of experience in the industry. Joyce is a Certified Financial Planner and a Chartered Financial Consultant. She is currently registered with United Planners' Financial Services Of America A Limited Partner as a Registered Representative. Before that, Joyce was a financial advisor with Grove Point Investments, LLC and New England Securities.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
08/16/2024 - Present
United Planners' Financial Services OF America A Limited Partner (NAPLES FL)
MN
04/01/2010 - 08/30/2024
GROVE POINT INVESTMENTS, LLC (ST. LOUIS PARK MN)
MN
12/12/1983 - 12/07/2009
NEW ENGLAND SECURITIES (MINNETONKA MN)
BC
Issued 12/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/09/2003
Series 24 - General Securities Principal Examination
BC
Issued 08/15/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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