Unclaimed
Joyce Alishusky is an investment advisor representative with LPL Financial LLC. Joyce has been in the financial services industry since December 2005. Prior to LPL Financial LLC, Joyce was registered with Fifth Third Securities, Inc., Key Investment Services LLC, Cetera Advisor Networks LLC, Valmark Securities, Inc., Silver Oak Securities, Incorporated, XTENT Financial Group, Inc., and Planco Financial Services, LLC. Joyce is licensed to provide investment advisory services in Ohio and South Carolina.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
07/07/2024 - Present
LPL Financial LLC (FORT MILL SC)
OH
04/28/2021 - 07/15/2024
FIFTH THIRD SECURITIES, INC. (WADSWORTH OH)
OH
06/29/2018 - 04/26/2021
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
10/27/2017 - 06/26/2018
CETERA ADVISOR NETWORKS LLC (CLEVELAND OH)
OH
01/07/2016 - 10/16/2017
VALMARK SECURITIES, INC. (AKRON OH)
OH
11/03/2011 - 12/15/2015
SILVER OAK SECURITIES, INCORPORATED (AKRON OH)
OH
05/13/2009 - 10/28/2010
XTENT FINANCIAL GROUP, INC. (AKRON OH)
CT
08/03/2004 - 02/20/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
BOTH
Issued 08/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/25/2016
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 11/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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