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Joyce Ann Wilkinson

Raymond James Financial Services, Inc.

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About Joyce Ann Wilkinson

Joyce Wilkinson is a financial advisor with over 20 years of experience in the financial industry. Joyce currently works with Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. Joyce has a strong background in investments, and is committed to providing personalized financial advice to her clients.

Firm Information

Joyce Wilkinson is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joyce Wilkinson’s Registration & Firm History

FL

02/08/2024 - Present

Raymond James Financial Services, Inc. (ST PETERSBURG FL)

MA

03/25/2017 - 03/17/2020

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

MA

01/23/2012 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)

NY

01/23/2012 - 07/08/2016

METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)

CA

10/23/1998 - 01/02/2015

NEW ENGLAND SECURITIES (FOSTER CITY CA)

CA

01/23/2012 - 09/09/2013

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

CA

01/23/2012 - 09/09/2013

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

BC

Issued 04/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2003

Series 7 - General Securities Representative Examination

BC

Issued 10/22/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Joyce Ann Wilkinson.
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