Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joycelyn? Claim Your ProfileJoycelyn Tran is a registered representative with LPL Enterprise, LLC. Joycelyn has been in the financial services industry for over six years, and has experience in various financial services roles. Joycelyn offers a range of financial services, including consulting, financial planning, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CA
11/14/2024 - Present
LPL Enterprise, LLC (SAN JOSE CA)
BOTH
Issued 11/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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