Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Aaron King is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas. Joel King has been in the financial industry since July 2014. Joel King is registered as a broker-dealer (registered representative, or RR) with FINRA and as an investment advisor representative (IAR) with the state of Texas. Joel King is also licensed as a Real Estate Broker in Illinois. Joel King holds the Series 66, Series 7 and SIE exams. Joel King was previously registered with TD Ameritrade, Inc. in Oak Brook, Illinois.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
08/30/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
IL
07/14/2014 - 12/16/2022
TD AMERITRADE, INC. (OAK BROOK IL)
BOTH
Issued 09/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Joel King is the right advisor for you? Invested Better is here to help.
