Unclaimed Profile

Melissa W Joy

CENTER FOR FINANCIAL PLANNING INC·SOUTHFIELD, Michigan

SIE, Series 7, Series 63, Series 66CFPClean record14 years registeredCENTER FOR FINANCIAL PLANNING INC

24800 DENSO DRIVE, SOUTHFIELD, MI 48033-7470CRD# 3233879Firm CRD# 109599

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melissa W Joy · SOUTHFIELD, MI

Registration

CRD #3233879 · CENTER FOR FINANCIAL PLANNING INC · 14 years registered

Brand Profile

Not yet started

Career History

PEARL PLANNING

Jul 2025 – present

STEPHENS CONSULTING, LLC

Oct 2021 – Aug 2025

DEXTER, MI

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jul 2018 – Oct 2021

DEXTER, MI

CENTER FOR FINANCIAL PLANNING INC

Mar 2012 – Jun 2020

SOUTHFIELD, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · March 2, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CENTER FOR FINANCIAL PLANNING INC

CRD 109599 · SEC 801-65076

AUM

$1.6B

Regulatory assets under management

Employees

3,992 client accounts

Services offered by CENTER FOR FINANCIAL PLANNING INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CENTER FOR FINANCIAL PLANNING INC →

Introduction

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Frequently Asked Questions

What services does Melissa W Joy offer?

Melissa W Joy specializes in Financial Planning, Investment Management. Contact their office in SOUTHFIELD, Michigan for a consultation.

What are Melissa W Joy's credentials?

Melissa W Joy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Melissa W Joy located?

Melissa W Joy is based in SOUTHFIELD, Michigan, working with CENTER FOR FINANCIAL PLANNING INC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.

How does Melissa W Joy charge for services?

Melissa W Joy's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CENTER FOR FINANCIAL PLANNING INC?

CENTER FOR FINANCIAL PLANNING INC has approximately 13 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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