Joy MassimiCRD Number: 5127465
Current Firm: Advice And Planning Services
Joy Massimi (CRD# 5127465) is an Investment Advisor Representative working at Advice And Planning Services in Philadelphia, PA and has over 8 years of experience in the finance industry.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Lpl Financial LLC
|Tiaa||Philadelphia, PA||Jul 2017 - Current||4|
|Tiaa-cref Individual & Institutional Services, LLC||Philadelphia, PA||Jul 2017 - Current||4|
|The Vanguard Group, Inc.||Malvern, PA||Jun 2013 - Jun 2017||4|
|Philadelphia Eagles, LLC||Phialdelphia, PA||Mar 2013 - Mar 2014||1|
|Unemployed||Philadelphia, PA||May 2012 - Feb 2013||< 1|
|Nasdaq Omx||Philadelphia, PA||Oct 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2013|
|S66||NASAA Uniform Combined State Law Examination||Sep 2017|
Total Assets Under Management36,394MILLIONS
Total Number of Accounts78,786ACCOUNTS
Average Account Value$461,934
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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