Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Rojas is a financial advisor with LPL Financial LLC. Joyce has been in the financial industry since 2003 and has experience with J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP., CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES. Joyce Rojas is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 24, 63, and 65 licenses. Joyce Rojas is also registered as an Investment Advisor Representative (IAR) in New Jersey and Texas. Joyce Rojas works with clients on a variety of financial planning needs, including retirement planning, investment management, and estate planning. Joyce Rojas has specializations in: investment club, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net worth, and state or municipal government entities.
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.
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2
NJ
10/12/2021 - Present
LPL Financial LLC (PARAMUS NJ)
NJ
10/01/2012 - 10/02/2021
J.P. MORGAN SECURITIES LLC (HACKENSACK NJ)
NJ
10/22/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HACKENSACK NJ)
CA
05/29/2007 - 11/24/2009
CITIGROUP GLOBAL MARKETS INC. (HEMET CA)
CA
03/05/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (HEMET CA)
IA
Issued 10/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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