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Joyce Ellen Curtis

LPl Financial LLC

North Reading, MA

Boxford, MA

Kennebunkport, ME

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2018-02-14
MA RA APPROVED 2018-02-14
NH RA APPROVED 2018-02-14
NC RA APPROVED 2018-02-14
  • ME RA
    APPROVED
    Since 2018-02-14
  • MA RA
    APPROVED
    Since 2018-02-14
  • NH RA
    APPROVED
    Since 2018-02-14
  • NC RA
    APPROVED
    Since 2018-02-14

Branch Locations

350 Park St Ste 107, North Reading, MA 01864 • United States

Boxford, MA • United States

Kennebunkport, ME • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Invest Financial Corporation North Reading MA 12/2003 Present
Lpl Financial Llc North Reading MA 02/2018 Present
  • 12/2003 → Present
    Invest Financial Corporation
    North Reading, MA
  • 02/2018 → Present
    Lpl Financial Llc
    North Reading, MA
Previous Registrations
  • 2003-12-19 → 2018-02-20
    Invest Financial Corporation
    North Andover, MA
    North Reading, MA
    North Reading, MA
    Appleton, WI
  • 1998-01-01 → 2003-12-11
    Veravest Investment Advisors, Inc.
    North Reading, MA
Other Businesses

1. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - INDEPENDENT INSURANCE AGENT - Start Date 1990 - 1 Hour During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-03-10
S63 Uniform Securities Agent State Law Examination 1986-01-08
  • S65 Uniform Investment Adviser Law Examination
    1997-03-10
  • S63 Uniform Securities Agent State Law Examination
    1986-01-08
Designations
Other Names
  • Joyce Curtis Weigel
  • Joyce E Curtis
  • Joyce Curtis Weigel

View on SEC IAPD

Other Firms

ALLIANCE PRIVATE WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
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VANDERBILT ADVISORY SERVICES
WHITMAN FINANCIAL SERVICES, LLC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GALLUGI WEALTH MANAGEMENT, LLC

Other Investors

ALYSON MARY SHAW
Juan David Ramon Soto
ROBERT ARAM MESTJIAN
Holly Cloutier
Jane Johnson
DENNIS JEFFREY FERGUSSON
Eric William Evans
Theresa Timmerman

Other Offices

ALLIANCE PRIVATE WEALTH, LLC · NORTH READING, MA
COMMONWEALTH FINANCIAL NETWORK · NORTH READING, MA
EDWARD JONES · NORTH READING, MA
VANDERBILT ADVISORY SERVICES · North Reading, MA
WHITMAN FINANCIAL SERVICES, LLC. · NORTH READING, MA
LPL FINANCIAL LLC · NORTH READING, MA
LPL FINANCIAL LLC · N. READING, MA
OSAIC WEALTH, INC. · NORTH Reading, MA

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