Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Larsen is a financial advisor with CWM, LLC in Sacramento, CA. Joel has over 30 years of experience in the financial services industry. Joel is a Certified Financial Planner™ and holds the Series 7, Series 24, Series 53, and Series 63 securities licenses as well as the Series 65 investment advisor license. Joel specializes in providing financial planning, investment management and sub-advisory services to individuals, families, and businesses. Joel previously worked at LPL Financial LLC, Wachovia Securities, LLC, First Union Capital Markets Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
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2
NE
11/21/2023 - Present
CWM, LLC (OMAHA NE)
CA
04/12/2004 - 05/25/2012
LPL FINANCIAL LLC (DAVIS CA)
MO
10/01/1999 - 04/19/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/15/1993 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
09/14/1990 - 03/04/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 08/22/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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