Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Allen Wiesehan is a financial advisor at Benjamin F. Edwards & Company, Inc. with over 20 years of experience in the financial services industry. Joel has a comprehensive understanding of the financial markets and a strong commitment to helping clients achieve their financial goals. Joel has extensive experience in financial planning, portfolio management, and investment advisory services. Joel holds Series 7, 24, 55, 63, 99, and SIE licenses. Joel is also registered in 51 states.
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.
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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MO
10/18/2012 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
01/01/2008 - 10/17/2012
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
09/03/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
02/12/2001 - 08/30/2002
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BC
Issued 03/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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