Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joylynn? Claim Your ProfileJoylynn Veronica Gandolfi is a financial professional with over 30 years of experience in the financial services industry. Joylynn has a broad range of experience and has worked with several firms, including MSI Financial Services, Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC, Phoenix Equity Planning Corporation, PXP Securities Corp. and Prudential Securities Incorporated. Joylynn is currently registered with MML Investors Services, LLC and holds Series 7, Series 63 and Series 65 licenses. Joylynn is also licensed to sell insurance and provides insurance brokerage services. Joylynn provides a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. Joylynn works with individuals, corporations, trusts, foundations, and charitable organizations.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
12/01/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
12/01/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (JERICHO NY)
NJ
01/28/2002 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
CT
12/01/1999 - 11/09/2001
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
05/16/1994 - 12/01/1999
PXP SECURITIES CORP. (HARTFORD CT)
NY
12/20/1988 - 05/27/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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