Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Nee Chen is a financial advisor with over 20 years of experience in the industry. Currently, Joyce is a registered representative of J.P. Morgan Securities LLC where Joyce focuses on providing financial advice and portfolio management services for individuals, high-net-worth individuals, businesses, corporations, pension and profit sharing plans, insurance companies, charitable organizations, and labor unions.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
07/27/2023 - Present
J.p. Morgan Securities LLC (Palm Beach FL)
FL
02/17/2021 - 08/01/2023
TRUIST INVESTMENT SERVICES, INC. (JUPITER FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
01/25/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (PALM BEACH GARDENS FL)
FL
04/02/2013 - 10/09/2015
SUNTRUST INVESTMENT SERVICES, INC. (PALM BEACH FL)
FL
04/02/2007 - 06/13/2011
PRIMEVEST FINANCIAL SERVICES, INC. (DELRAY BEACH FL)
NJ
04/17/2006 - 12/20/2006
PNC INVESTMENTS (TENAFLY NJ)
NY
03/05/2002 - 06/09/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
05/27/1999 - 11/09/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 06/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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