Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Kelley is an investment advisor representative with Global View Capital Management LLC. Joyce is registered with the state of Illinois and Texas. Joyce has been in the industry since 2009 and has a broad range of experience. Prior to joining Global View Capital Management LLC, Joyce was with The Strategic Financial Alliance, Inc. and World Group Securities, Inc. Joyce's specializations include Portfolio Management for Individuals and Financial 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
06/06/2019 - Present
Global View Capital Management LLC (WAUKESHA WI)
IN
01/02/2014 - 05/30/2015
PURSHE KAPLAN STERLING INVESTMENTS (MERRILLVILLE IN)
IN
11/08/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (MERRILLVILLE IN)
IN
09/28/2009 - 11/08/2010
WORLD GROUP SECURITIES, INC. (MERRILLVILLE IN)
IA
Issued 04/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Joyce Kelley is the right advisor for you? Invested Better is here to help.
