Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Mildred Bond is an investment advisor representative with Clearbridge Investments, LLC. Joyce has been in the industry since April 13, 1983, and holds the Series 63, 65, 7, and SIE licenses. Joyce is registered to provide investment advice in 54 states and the District of Columbia. Joyce's previous employers include Citigroup Global Markets Inc., EVEREN SECURITIES, INC., BATEMAN EICHLER, HILL RICHARDS, INCORPORATED, DREXEL BURNHAM LAMBERT INCORPORATED, and SHEARSON LEHMAN BROTHERS INC. Joyce specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/27/2013 - Present
Clearbridge Investments, LLC (NEW YORK NY)
NY
11/23/1994 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
09/04/1990 - 11/07/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
07/13/1990 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
11/25/1985 - 04/16/1990
DREXEL BURNHAM LAMBERT INCORPORATED
NA
12/22/1982 - 11/13/1985
SHEARSON LEHMAN BROTHERS INC.
BC
Issued 01/13/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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