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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Lynn Sullivan is a financial advisor currently registered with Cetera Investment Advisers LLC. Joyce has been in the financial industry since 2000. Joyce is registered to provide investment advice in Pennsylvania, and is also a Registered Representative. Prior to joining Cetera Investment Advisers LLC, Joyce was employed by PNC INVESTMENTS and J.J.B. HILLIARD, W.L. LYONS, INC.. Joyce has a diverse background and offers a variety of services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
PA
11/26/2019 - Present
Cetera Investment Advisers LLC (MONROEVILLE PA)
PA
01/01/2004 - 11/01/2018
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/13/2001 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
09/13/2000 - 12/13/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
PA
01/26/1999 - 08/01/2000
PNC BROKERAGE CORP (PITTSBURGH PA)
IA
Issued 11/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/08/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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