Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Lynn Falken is a financial advisor with Edward Jones, a firm that manages over $824 billion in assets. Joyce has been in the financial industry since 2002 and has held previous positions at MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., and RAYMOND JAMES FINANCIAL SERVICES, INC. Joyce is registered to provide advisory services in 51 states. She is a registered representative of Edward Jones and holds Series 7, 63, and 66 securities licenses. Joyce also holds a Series SIE license. The firm provides financial planning, pension consulting, and selection of other advisors services.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
03/20/2023 - Present
Edward Jones (ST LOUIS MO)
FL
06/01/2009 - 09/04/2013
MORGAN STANLEY (SARASOTA FL)
FL
10/01/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SARASOTA FL)
FL
04/13/2004 - 11/08/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (LONGBOAT KEY FL)
NJ
06/27/2000 - 04/12/2002
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NJ
06/19/1998 - 08/19/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
06/01/1995 - 11/18/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 11/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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