Unclaimed
Joyce Chemutai-love is a financial advisor associated with Fidelity Personal AND Workplace Advisors. Joyce has 7 years of experience in the financial industry. Joyce is licensed and registered in 53 states as a broker and an investment advisor representative. Joyce has obtained multiple securities licenses including Series 6, 7TO, 63 and 65 as well as the SIE Exam. Joyce is specialized in providing financial and investment advisory services to individuals, families, and businesses. Joyce is dedicated to helping clients achieve their financial goals.
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.
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
TX
01/17/2023 - Present
Fidelity Personal AND Workplace Advisors (SHOREACRES TX)
TX
08/05/2019 - 10/28/2022
WELLS FARGO CLEARING SERVICES, LLC (PEARLAND TX)
OR
06/13/2017 - 05/20/2019
KEY INVESTMENT SERVICES LLC (MEDFORD OR)
OR
03/02/2015 - 06/01/2017
WELLS FARGO CLEARING SERVICES, LLC (ASHLAND OR)
BOTH
Issued 08/26/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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