Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Alfred Bergantino is a financial professional with over 10 years of experience in the industry. Joel is currently registered with State Farm VP Management Corp. in Lexington, KY. Joel's career began at SUN LIFE FINANCIAL DISTRIBUTORS, INC. in Wellesley Hills, MA. Joel holds licenses including Series 6, Series 63, and SIE. Joel has a strong focus on providing investment advice to clients and is committed to helping them achieve their financial goals.
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.
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.
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2
KY
06/01/2010 - Present
State Farm VP Management Corp. (Lexington KY)
MA
06/06/2008 - 08/03/2009
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
BC
Issued 06/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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