Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Rodgers is a financial advisor with Berthel, Fisher & Co. Financial Services, Inc. in Cedar Rapids, IA. Joyce has over 5 years of experience in the financial services industry. Joyce is a Registered Representative and Investment Advisor Representative. Joyce holds the Series 99 and SIE licenses. Joyce specializes in providing financial planning and portfolio management services for individuals, high-net-worth individuals and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
IA
10/12/2018 - Present
Berthel, Fisher & Co. Financial Services, Inc. (CEDAR RAPIDS IA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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