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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 Witt is a financial advisor with UBS Financial Services Inc. Joyce has been in the industry since 1993 and has experience with Morgan Stanley Smith Barney and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joyce is registered with the Securities and Exchange Commission and holds the following licenses and certifications: Series 7, Series 63, Series 31, Series 65, and the SIE. Joyce provides a variety of financial services including financial planning, investment management, and retirement planning.
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.
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.
See schedule d - miscellaneous
1
2
PA
10/07/2015 - Present
UBS Financial Services Inc. (CANONSBURG PA)
PA
06/01/2009 - 10/14/2015
MORGAN STANLEY (PITTSBURGH PA)
PA
11/14/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PITTSBURG PA)
PA
06/26/2000 - 11/19/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
NJ
09/27/1999 - 05/22/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/11/1995 - 07/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/08/1987 - 07/21/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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