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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Bodenhamer is a financial advisor registered with Morgan Stanley since March 2020. Joyce has been in the securities industry since October 31, 2004. Prior to joining Morgan Stanley, Joyce worked with Citigroup Global Markets Inc. and PaineWebber Incorporated. Joyce specializes in providing financial advice to individuals, high-net-worth individuals, investment companies, corporations, insurance companies, charitable organizations, and investment clubs. Joyce holds the Series 7, Series 63, and Series 66 licenses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
06/10/2020 - Present
Morgan Stanley (Houston TX)
OK
03/13/2014 - 01/08/2019
MORGAN STANLEY (OKLAHOMA CITY OK)
OK
06/01/2009 - 07/17/2013
MORGAN STANLEY (TULSA OK)
OK
10/04/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TULSA OK)
NJ
02/17/1995 - 01/09/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 04/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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