Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Estrella has been in the financial services industry since 1998. Joe is currently registered with Empower Financial Services, Inc. in Greenwood Village, Colorado and has been with the firm since 2010. Joe previously worked at Old Mutual Investment Partners, American Century Brokerage, Inc., and American Century Investment Services Inc. Joe holds the Series 6, 7, 26, 63, and 66 licenses. Joe also passed the Securities Industry Essentials Examination.
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.
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.
1
2
CO
02/16/2010 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
MA
03/15/2006 - 09/16/2009
OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)
MO
08/03/2000 - 05/31/2005
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
01/28/1997 - 05/31/2005
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 08/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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