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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie joy? Claim Your ProfileMarie Joy Estanislao Lomibao is a financial advisor with Wells Fargo Advisors Financial Network, LLC, based in Bethesda, Maryland. Marie Joy has been in the financial services industry since 1997 and has experience with Morgan Stanley and LPL Financial LLC. Marie Joy holds Series 6, 7, and 66 licenses and is registered in 32 states and the District of Columbia. Marie Joy specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutions.
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
MD
06/28/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
08/22/2013 - 12/06/2016
MORGAN STANLEY (BETHESDA MD)
VA
02/27/2012 - 11/19/2012
LPL FINANCIAL LLC (ALEXANDRIA VA)
VA
01/05/2006 - 05/02/2011
SUNTRUST INVESTMENT SERVICES, INC. (NORFOLK VA)
VA
10/01/2000 - 01/03/2006
WACHOVIA SECURITIES, LLC (NORFOLK VA)
NC
10/22/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 05/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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