Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Louis Cervantes is a financial advisor in Bellevue, Washington with over 25 years of experience in the industry. Joe is a registered representative of Coldstream Wealth Management and is also a Certified Financial Planner. Joe specializes in providing financial planning and portfolio management services for individuals, families, businesses, and charitable organizations. Joe has worked with Coldstream Wealth Management since 2011 and was previously a financial advisor with Pacific West Securities, Inc. and Carrol and Associates, Inc. Joe holds a Series 7, 6, 63, 31, and SIE license.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
01/24/2011 - Present
Coldstream Wealth Management (BELLEVUE WA)
WA
05/24/1999 - 02/02/2011
PACIFIC WEST SECURITIES, INC. (BELLEVUE WA)
CA
09/03/1997 - 05/27/1999
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
IA
Issued 09/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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