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 Targgart is a financial advisor at Ameriprise Financial Services, LLC with over 13 years of experience in the financial services industry. Joel has a Series 66 license and holds registrations in 17 states, including Indiana, Texas, Florida, and Massachusetts. Joel's primary practice is focused on providing financial planning, investment management, and asset allocation services to individuals, high net worth individuals, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. Joel is also a member of the Board of Directors at Targgart, a non-investment related position.
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.
Asset allocation services
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
IN
09/13/2023 - Present
Ameriprise Financial Services, LLC (FORT WAYNE IN)
BOTH
Issued 08/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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