Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joyce? Claim Your ProfileJoyce Shirley Meswick is a financial advisor with Raymond James Financial Services Advisors, Inc., based in NAPLES, FL. Joyce has been in the financial services industry since 1989. Joyce previously worked with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and UBS FINANCIAL SERVICES INC. Joyce holds Series 3, 7, 24, 63, and 65 licenses and is registered in multiple states. Joyce is also a Chartered Financial Consultant. Joyce is committed to providing personalized financial advice to individuals, families, and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
08/31/2017 - Present
Raymond James Financial Services Advisors, Inc. (NAPLES FL)
FL
09/13/2007 - 09/05/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NAPLES FL)
MD
02/02/2001 - 09/19/2007
UBS FINANCIAL SERVICES INC. (BALTIMORE MD)
NY
10/20/1989 - 02/15/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CO
08/22/1989 - 10/17/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 04/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1991
Series 3 - National Commodity Futures Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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