Unclaimed
Joyce Krinsky is a financial advisor with Valic Financial Advisors, Inc. Joyce has been in the financial services industry for over 20 years, and has a deep understanding of investment strategies and financial planning. Joyce's expertise includes portfolio management, financial planning and selection of other advisors. Joyce is registered in 16 states and holds the Series 6, 7 and 63 licenses. Joyce is also a notary and spends less than 1% of her time on this and does not charge for her service.
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.
Recommend wrap accounts to clients
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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2
GA
07/08/2021 - Present
Valic Financial Advisors, Inc. (ATLANTA GA)
GA
11/30/2011 - 06/07/2013
AMERIPRISE FINANCIAL SERVICES, INC. (DULUTH GA)
GA
10/08/2007 - 01/08/2010
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
GA
02/08/2006 - 09/14/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALPHARETTA GA)
FL
10/23/2003 - 11/01/2005
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
NY
04/25/2000 - 12/31/2002
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NJ
11/18/1997 - 04/17/2000
COPELAND EQUITIES LLC (SOMERSET NJ)
IA
Issued 03/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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