Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Theis is a financial advisor with over 20 years of experience in the financial services industry. Joyce is a registered representative of TLG Advisors, Inc. and has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. Joyce has a strong emphasis on providing personalized financial solutions that meet the unique needs of each client.
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.
Placement of institutional funds
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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2
TX
01/02/2018 - Present
TLG Advisors, Inc. (CEDAR PARK TX)
TX
01/14/2014 - 01/08/2016
SAGEPOINT FINANCIAL, INC. (CEDAR PARK TX)
TX
04/08/2009 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (CEDAR PARK TX)
CT
10/16/2008 - 11/24/2008
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CA
12/18/2003 - 04/16/2004
MUTUAL SECURITIES, INC. (CAMARILLO CA)
WA
06/20/2000 - 12/17/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
CA
05/06/1999 - 06/12/2000
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
CT
09/12/1996 - 05/04/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MN
02/27/1992 - 09/05/1996
MIMLIC SALES CORPORATION (ST. PAUL MN)
BOTH
Issued 11/06/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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