Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Andrew Barrett is a financial advisor with over 17 years of experience in the industry. Joel has been registered with the state of Michigan since 2006 and has held various roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. before joining Rockefeller Financial LLC. Joel is a Certified Financial Planner and holds a Series 66 license. Joel specializes in providing financial planning, portfolio management, and selection of other advisors. He currently works in Grand Rapids, MI and Chicago, IL for Rockefeller Financial LLC, which is a firm with over $50 billion in assets under 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.
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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MI
01/12/2024 - Present
Rockefeller Financial LLC (Grand Rapids MI)
MI
03/05/2007 - 01/16/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)
MI
05/19/2006 - 11/28/2006
EDWARD JONES (GRAND RAPIDS MI)
BOTH
Issued 03/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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