Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Andre Koeniguer is a financial advisor with over 20 years of experience in the financial services industry. Joel is currently registered with Osaic Wealth, Inc. and has been with the firm since January 2024. Previously, Joel worked with Woodbury Financial Services, Inc. for over 6 years, Bankers & Investors Co. for nearly a year, and General Securities Corp for approximately 3 years. Joel has a broad base of experience, having worked at several firms and holds both Series 6 and 63 licenses. Joel is a Chartered Financial Consultant and specializes in a variety of financial planning services, including portfolio management for individuals and businesses.
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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2
MO
01/19/2024 - Present
Osaic Wealth, Inc. (PARKVILLE MO)
MO
10/19/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PARKVILLE MO)
KS
11/08/2016 - 03/01/2017
BANKERS & INVESTORS CO. (KANSAS CITY KS)
KS
11/27/2012 - 11/14/2014
BANKERS & INVESTORS CO. (KANSAS CITY KS)
MO
03/14/2008 - 12/31/2010
GENERAL SECURITIES CORP (NORTH KANSAS CITY MO)
CO
06/05/2003 - 05/09/2006
THE LEADERS GROUP, INC. (LITTLETON CO)
MN
01/11/2002 - 04/30/2003
JONES & BABSON, INC. (MINNEAPOLIS MN)
MO
10/24/2000 - 12/31/2001
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IN
10/01/1997 - 09/24/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
11/21/1996 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
AL
10/18/1991 - 12/31/1994
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
BC
Issued 10/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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