Unclaimed
Joye Temidayo Oni is a registered Investment Advisor Representative with MIO Partners, Inc. in Atlanta, Georgia. Joye has been in the industry for several years and has worked at several firms including J.P. Morgan Securities LLC and Truist Investment Services, Inc. Joye holds both the Series 65 and the Series 63 licenses. Joye specializes in Portfolio Management for Pooled Investment Vehicles, Financial Planning, and Selection of Other Advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Portfolio management for employees securities companies
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Reimbursement of expenses
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2
GA
08/29/2024 - Present
MIO Partners, Inc. (Atlanta GA)
GA
10/10/2022 - 05/07/2024
J.P. MORGAN SECURITIES LLC (Atlanta GA)
GA
09/23/2021 - 07/13/2022
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
IA
Issued 11/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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