Unclaimed
Joyce Lynell Briskin is a financial advisor registered with Dominion Portfolio Management, Inc., located in Marble Falls, TX. Joyce is a well-experienced advisor with over 43 years in the industry. She holds the Series 3, Series 5, Series 7, and Series 63 licenses, and is a registered investment advisor in Texas. Joyce has worked with Dominion Investor Services, Inc., Rauscher Pierce Refsnes, Inc., Kemper Securities Group, Inc., Lovett Underwood Neuhaus & Webb, Inc., and Underwood, Neuhaus & Co., Incorporated. She has experience providing portfolio management services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
02/06/2006 - Present
Dominion Portfolio Management, Inc. (SAN ANTONIO TX)
TX
02/23/1995 - 07/19/2023
DOMINION INVESTOR SERVICES, INC. (SAN ANTONIO TX)
TX
09/25/1990 - 02/23/1995
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
MO
09/04/1990 - 10/04/1990
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
11/13/1989 - 09/04/1990
LOVETT UNDERWOOD NEUHAUS & WEBB, INC.
TX
10/12/1988 - 11/13/1989
UNDERWOOD, NEUHAUS & CO., INCORPORATED (HOUSTON TX)
NA
04/24/1980 - 10/19/1988
PAINEWEBBER INCORPORATED
IA
Issued 09/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1982
Series 3 - National Commodity Futures Examination
BC
Issued 10/06/1981
Series 5 - Interest Rate Options Examination
BC
Issued 04/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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