Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce McDaniel is a financial advisor with over 30 years of experience in the industry. Joyce has been with Geneos Wealth Management, Inc. since 2013. Joyce is registered as a registered representative and an investment advisor representative in Colorado and Illinois. Prior to joining Geneos Wealth Management, Inc., Joyce was a financial advisor at NFP Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Jones International Securities, Ltd. Joyce specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Joyce is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
CO
06/29/2023 - Present
Geneos Wealth Management, Inc. (Englewood CO)
CO
07/31/2009 - 06/01/2012
NFP SECURITIES, INC. (ENGLEWOOD CO)
CO
01/22/2008 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
CO
02/23/2006 - 01/02/2008
JONES INTERNATIONAL SECURITIES, LTD. (CENTENNIAL CO)
CO
04/28/1986 - 12/01/1999
JONES INTERNATIONAL SECURITIES, LTD. (ENGLEWOOD CO)
NA
02/09/1981 - 12/09/1985
PETRO-LEWIS SECURITIES CORPORATION
BOTH
Issued 04/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/06/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1981
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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