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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joylette? Claim Your ProfileJoylette Johnson is a financial advisor with over 26 years of experience in the industry. She is currently registered with Wells Fargo Clearing Services, LLC and is a Registered Representative and Investment Advisor Representative in the state of North Carolina. Joylette has held previous roles with Morgan Stanley, Citigroup Global Markets Inc., and Davenport & Company LLC. She has a broad range of experience in the financial services industry, including securities, investments, and advisory services.
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.
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2
NC
04/22/2014 - Present
Wells Fargo Clearing Services, LLC (WINSTON SALEM NC)
NC
06/01/2009 - 04/22/2014
MORGAN STANLEY (WINSTON-SALEM NC)
VA
08/26/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ROANOKE VA)
VA
09/03/1996 - 08/19/2004
DAVENPORT & COMPANY LLC (RICHMOND VA)
IA
Issued 06/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/16/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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