Joscelyn Worrell
Joscelyn Worrell is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, GA, with 18 years of industry experience. Joscelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3350 Riverwood Parkway Suite 1900, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joscelyn is a FINRA arbitrator since 2018, dedicating minimal time to reviewing testimony and evidence to resolve financial disputes. She also owns Maritime Oil and Transportation, spending about 10-20% of her time managing financial reporting, and owns rental property through 1923 Skyfall LLC.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations5 states
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