Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Estes is a financial advisor who has been in the industry for over 10 years. Joel has a Series 7, Series 63, and SIE licenses. Joel is a CERTIFIED FINANCIAL PLANNER™ professional. Joel is currently registered with McKinley Carter Wealth Services, Inc. and has been with this firm since December 2021. Before that, Joel was employed by PARK AVENUE SECURITIES LLC for over 10 years.
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.
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.
Investment consulting
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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2
OH
12/08/2021 - Present
McKinley Carter Wealth Services, Inc. (Dayton OH)
OH
01/24/2011 - 01/06/2022
PARK AVENUE SECURITIES LLC (DAYTON OH)
BC
Issued 07/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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