Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Heard is a financial advisor with Raymond James Financial Services Advisors, Inc., and has been in the industry since June 1997. Joyce is licensed to provide investment advice in Florida, Georgia, Michigan, New Jersey, New York, Pennsylvania, and Rhode Island. Joyce is also a tax preparer in Dunedin, FL.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/01/2025 - Present
Raymond James Financial Services Advisors, Inc. (DUNEDIN FL)
TX
07/20/2001 - 08/31/2004
NFP SECURITIES, INC. (AUSTIN TX)
MO
02/05/1999 - 07/23/2001
FFP SECURITIES, INC. (CHESTERFIELD MO)
CA
02/27/1998 - 01/25/1999
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
OH
01/09/1998 - 03/09/1998
MFI INVESTMENTS CORP. (BRYAN OH)
FL
06/19/1997 - 01/08/1998
CRISPIN KOEHLER SECURITIES (TAMPA FL)
BC
Issued 12/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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