Joyce Sullivan is a registered investment advisor, based in Monroeville, PA, with 25 years of industry experience.
Location
4220 William Penn Hwy, Monroeville, PA, 15146
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joyce is the Director of Sales and Service at First National Bank of PA and treasurer for Kiski Area Cross Country Boosters. She also sells fixed life insurance outside of Cetera.
Employment History
Current Registrations
Cetera Investment Services LLC
December 2019 - Present · 6 yrs 5 mos
Cetera Investment Services LLCBroker
December 2019 - Present · 6 yrs 5 mos
Cetera Investment Advisers LLC
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
PNC InvestmentsBroker
January 2004 - November 2018 · 14 yrs 10 mos
PNC Investments
January 2004 - November 2018 · 14 yrs 10 mos
Hilliard Lyons Asset Management
June 2003 - January 2004 · 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
December 2001 - June 2002 · 6 mos
Morgan Stanley Dw INC.Broker
September 2000 - December 2001 · 1 yr 3 mos
PNC Brokerage CORPBroker
January 1999 - August 2000 · 1 yr 7 mos
State Registrations1 state
PA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.