Barbara M. Joyce
Professional summary
Barbara Michelini Joyce, CFP®, who also goes by Barbara A Michelini, is a registered financial advisor currently at MASON INVESTMENT ADVISORY SERVICES INC located in Palatine, Illinois.
Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Barbara has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Barbara Michelini Joyce's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 23, 2015 - Present
MASON INVESTMENT ADVISORY SERVICES INC
April 12, 2000 - May 11, 2012
MASON SECURITIES, INC.
May 13, 1998 - April 12, 2000
WELLS FARGO CLEARING SERVICES, LLC
May 16, 1996 - March 9, 1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
May 16, 1996 - March 9, 1998
OSAIC FA, INC.
February 28, 1995 - January 23, 1997
MONY SECURITIES CORPORATION
Primary Firm SEC Registration
MASON INVESTMENT ADVISORY SERVICES INC
CRD#: 111113 / SEC#: 801-18054
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/23/2015)
Exams
Current Firm
MASON INVESTMENT ADVISORY SERVICES INC
CRD#: 111113 / SEC#: 801-18054
Contact information
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,110 |
| AUM (Assets Under Management) | $ 13,204,245,927 |
Red Flags
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