Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Pezzano is a financial advisor registered with LPL Financial LLC, and holds Series 7, 24, 31 and 66 licenses. Joel has been in the financial services industry since 1992. He is a registered representative and investment advisor representative. The advisor's areas of specialization include retirement planning, insurance planning and investment strategies. Joel is based in Lakeway, Texas, and has been with LPL Financial LLC since 2008. Joel has previously worked with WACHOVIA SECURITIES, LLC and A. G. EDWARDS & SONS, INC..
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
06/29/2016 - Present
LPL Financial LLC (LAKEWAY TX)
TN
01/01/2008 - 11/10/2008
WACHOVIA SECURITIES, LLC (NASHVILLE TN)
TN
08/20/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NASHVILLE TN)
NY
06/22/1992 - 08/10/1992
L.C. WEGARD & CO., INC. (NEW YORK NY)
BOTH
Issued 01/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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