Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Kwanwa Chan is a financial professional with over 17 years of experience in the financial services industry. Joyce is currently registered with Park Avenue Securities LLC, and has previously held positions with MSI Financial Services, Inc., New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., MetLife Securities Inc., UBS Financial Services Inc., and Metropolitan Life Insurance Company. Joyce holds the Series 7, Series 24, Series 4, Series 51, and Series 66 licenses, as well as the SIE exam, demonstrating her expertise in a wide range of financial products and services. Joyce is also a Certified Financial Planner. Joyce's experience and qualifications equip her to provide a variety of financial planning and investment services to individuals, families, and businesses. Joyce is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NY
10/31/2016 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
03/18/2008 - 10/20/2016
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NJ
03/18/2008 - 04/17/2014
NEW ENGLAND SECURITIES (SOMERSET NJ)
NJ
03/18/2008 - 09/05/2013
TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)
NJ
03/18/2008 - 09/05/2013
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
NJ
07/05/2006 - 03/13/2008
METLIFE SECURITIES INC. (ISELIN NJ)
NJ
07/05/2006 - 03/13/2008
NEW ENGLAND SECURITIES (ISELIN NJ)
NJ
07/05/2006 - 03/13/2008
TOWER SQUARE SECURITIES, INC. (ISELIN NJ)
NJ
07/05/2006 - 03/13/2008
WALNUT STREET SECURITIES, INC. (ISELIN NJ)
NJ
07/05/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
NJ
11/24/2005 - 06/15/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 09/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2010
Series 4 - Registered Options Principal Examination
BC
Issued 11/13/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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