Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Michele Cool is a financial advisor with over 24 years of experience in the industry. Joyce is currently registered with Sowell Management and IC Advisory Services, Inc.. Joyce is a Managing Partner with Wealth Management Partners, LLC. Joyce is a Chartered Financial Consultant and holds Series 6, 7, 63 and 65 securities licenses. Joyce has a history of working with individuals, corporations, charitable organizations and pension and profit sharing plans. Joyce's experience, education and designations make her a valuable asset to any individual or organization looking for financial guidance.
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.
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
AR
11/01/2024 - Present
Sowell Management (NORTH LITTLE ROCK AR)
MD
09/12/2014 - 03/02/2015
STERNE AGEE FINANCIAL SERVICES, INC. (WALDORF MD)
MD
09/02/2005 - 09/12/2014
WRP INVESTMENTS, INC. (WALDORF MD)
CA
07/18/2003 - 09/09/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
FL
10/06/1999 - 07/16/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 08/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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