Unclaimed
Michelle Joyce is a financial advisor with LPL Financial LLC, based in Hummelstown, PA. Michelle has been in the financial industry since 2000. Michelle is a registered representative with Series 7 and Series 66 licenses, holding registrations in several states including Alaska, Illinois, Kentucky, Maryland, New Jersey, Pennsylvania, and South Carolina. Michelle also provides investment advice in Pennsylvania. Michelle offers a range of advisory services including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
08/17/2023 - Present
LPL Financial LLC (HUMMELSTOWN PA)
KS
05/24/2000 - 10/14/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 07/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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