Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Pentz Gilfillan is a financial advisor who has been in the industry since 1990. She currently works at J.P. Morgan Securities LLC and offers a variety of financial services, including investment advisory services, financial planning, and portfolio management for individuals and businesses. Joyce has a wide range of experience in the financial industry, having previously worked at Lehman Brothers Inc., Barclays Capital Inc., and Credit Suisse First Boston Corporation. Joyce holds several licenses and certifications, including the Series 3, 7, 63, and 66.
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
PA
05/14/2015 - Present
J.p. Morgan Securities LLC (PHILADELPHIA PA)
PA
09/22/2008 - 08/01/2011
BARCLAYS CAPITAL INC. (PHILADELPHIA PA)
PA
08/30/1999 - 09/22/2008
LEHMAN BROTHERS INC. (PHILADELPHIA PA)
NY
11/22/1989 - 07/22/1999
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BOTH
Issued 04/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1999
Series 3 - National Commodity Futures Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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