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Joan Latimer West

Bessemer Investor Services, Inc.

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About Joan Latimer West

Joan Latimer West is a registered representative with Bessemer Investor Services, Inc. located in Century City, CA. Joan West has 10 years of experience in the securities industry and is licensed in 10 states. Joan West has passed the Series 63, Series 7 and SIE exams. Joan West is currently registered with FINRA as a General Securities Representative.

Firm Information

Joan West is currently registered with Bessemer Investor Services, Inc.. Bessemer Investor Services, Inc. is a Corporation that was formed on April 7, 1983. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

118

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Joan West’s Registration & Firm History

CA

06/02/2015 - Present

Bessemer Investor Services, Inc. (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 09/08/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joan Latimer West.
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