Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Curtis is a financial advisor with over 30 years of experience in the industry. Joyce is a Certified Financial Planner and currently works with LPL Financial LLC, a leading independent broker-dealer and investment advisor, with offices in North Reading, MA, Boxford, MA, and Kennebunkport, ME. Joyce also has experience with INVEST FINANCIAL CORPORATION, VERAVEST INVESTMENTS, INC., GUARDIAN INVESTOR SERVICES CORPORATION, and CIGNA SECURITIES, INC. Joyce has a wide range of experience, including securities and investment advisory services, with a focus on providing comprehensive financial planning for individuals, families, and businesses. Joyce holds Series 6, 7, 22, and 63 licenses, as well as the Series 65 license. Joyce’s clients include high-net-worth individuals, families, businesses, and charitable organizations.
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.
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2
MA
02/14/2018 - Present
LPL Financial LLC (NORTH READING MA)
MA
12/05/2003 - 02/14/2018
INVEST FINANCIAL CORPORATION (NORTH READING MA)
MA
11/19/1996 - 12/09/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
03/04/1992 - 11/18/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
PA
01/08/1986 - 02/13/1992
CIGNA SECURITIES, INC. (RADNOR PA)
IA
Issued 03/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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