Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Henline is a financial advisor with Ameriprise Financial Services, LLC, located in Fort Wayne, Indiana. Joel has over 16 years of experience in the financial services industry and holds both Series 6 and 7 licenses. Joel has been a registered investment advisor since 2023. He has worked for several financial institutions before joining Ameriprise Financial Services, LLC. Joel specializes in providing financial advice to individuals, corporations, pension and profit-sharing plans, trusts/estates, and charitable organizations. Joel also offers a variety of investment products and services, including financial planning, asset allocation, and portfolio management.
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.
Asset allocation services
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
IN
03/31/2023 - Present
Ameriprise Financial Services, LLC (FORT WAYNE IN)
IN
01/24/2019 - 02/07/2022
FIRST PALLADIUM, LLC (FORT WAYNE IN)
GA
01/01/2015 - 12/04/2017
MERCAP SECURITIES, LLC (ATLANTA GA)
IN
03/20/2009 - 12/31/2012
ING FINANCIAL PARTNERS, INC. (FORT WAYNE IN)
GA
11/16/2001 - 05/17/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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