Unclaimed
Luke Geary Joyce is a registered investment advisor representative with Nuveen Asset Management, LLC. Luke Geary Joyce is also registered with the state of Illinois as an investment advisor representative. Luke Geary Joyce has been in the securities industry since 2015. Luke Geary Joyce has passed the Series 7, Series 63, Series 65, and SIE exams. Luke Geary Joyce was previously employed by INCAPITAL INSURANCE SERVICES, LLC and INCAPITAL LLC. Luke Geary Joyce specializes in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio advice
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.
1
2
IL
08/08/2016 - Present
Nuveen Asset Management, LLC (Chicago IL)
FL
01/28/2015 - 05/04/2016
INCAPITAL INSURANCE SERVICES, LLC (DELRAY BEACH FL)
FL
01/14/2015 - 05/04/2016
INCAPITAL LLC (DELRAY BEACH FL)
IA
Issued 08/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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