Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Mueni Lello is a financial advisor with over 9 years of experience in the industry. Joyce is currently registered with LPL Financial LLC and has previously held positions with BANCWEST INVESTMENT SERVICES, INC. and WELLS FARGO CLEARING SERVICES, LLC. Joyce is licensed to offer securities in several states, including California, Colorado, Connecticut, Florida, Hawaii, Illinois, Kansas, Massachusetts, Missouri, Montana, New York, Oklahoma, South Carolina, Texas and has several certifications such as Series 7, Series 6, Series 63 and Series 66. LPL Financial LLC offers a variety of financial services, including financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
07/19/2023 - Present
LPL Financial LLC (DENVER CO)
CO
01/02/2018 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (DENVER CO)
CO
07/01/2014 - 12/15/2017
WELLS FARGO CLEARING SERVICES, LLC (LONE TREE CO)
BOTH
Issued 07/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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