Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Haywood is a financial advisor with Sorrento Pacific Financial, LLC, working from the El Segundo, CA office. Joe has been in the financial industry for over 30 years, starting their career in 1989. Joe is licensed in several states and has a wide range of experience, holding several licenses and registrations including Series 6, 7, 24, 51, 63, and 66. Joe provides financial planning services, portfolio management, and pension consulting for individuals, corporations, and businesses. Joe also works as an Executive Pastor for New Vision Christian Fellowship in Playa Del Ray, CA, providing leadership development and counseling services.
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.
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CA
12/22/2023 - Present
Sorrento Pacific Financial, LLC (El Segundo CA)
CA
03/06/2000 - 01/17/2018
FSC SECURITIES CORPORATION (EL SEGUNDO CA)
DE
08/28/1995 - 03/20/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
AZ
08/21/1995 - 03/02/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
04/07/1993 - 08/22/1995
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NV
04/20/1992 - 04/29/1993
FINANCIAL WEST GROUP (RENO NV)
CA
11/15/1989 - 04/14/1992
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
11/15/1989 - 04/14/1992
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
BOTH
Issued 07/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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