Unclaimed
Joyce Walker is a financial advisor with over 10 years of experience in the industry. Joyce is currently registered with Wells Fargo Advisors Financial Network, LLC and holds Series 7, 9, 63, and 65 licenses. Joyce has experience providing investment consulting services to institutional clients and financial planning, pension consulting, and portfolio management for businesses and individuals. Joyce is also registered with the following states: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virgin Islands, Virginia, Washington, West Virginia, and Wyoming. Prior to joining Wells Fargo Advisors Financial Network, LLC, Joyce was a registered representative with WELLS FARGO CLEARING SERVICES, LLC. Joyce is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Investment consulting services to institutional clients
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
FL
07/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (JACKSONVILLE FL)
FL
11/16/2012 - 07/20/2023
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
IA
Issued 03/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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