Joyce Meazzi-la Preta
Professional Summary
Joyce Meazzi-la Preta, who also goes by Joyce Marie Lapreta, Joyce Lapreta, Joyce Marie Meazzi, Joyce Marie Meazzi-lapreta, was a registered financial advisor. Joyce was a previously registered financial professional and started their career in finance 1987 - 2023. Joyce had worked at 12 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 31, Series 7, Series 14, Series 24, Series 53, Series 9 and Series 10 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joyce Marie Lapreta, Joyce Lapreta, Joyce Marie Meazzi, Joyce Marie Meazzi-Lapreta
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
39 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
GRASSROOTS ANALYTICS CAPITAL RAISE LLC
Contact Information
Established
Vermont since 11/04/2020Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Mar 2005About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2005About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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