Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Bernard Davis is a financial advisor with LPL Financial LLC. Joel has been in the financial services industry since 2000. Joel has a Series 7, Series 63, and Series 65 license. Joel also holds the SIE license. Joel has been registered with the Securities and Exchange Commission (SEC) since 2000. Joel is currently registered with the SEC as a Registered Representative (RR). Previously, Joel was a financial advisor with Waddell & Reed, Banc of America Investment Services, Inc., and Edward Jones. Joel is licensed to sell insurance products, including non-variable insurance trails. Joel specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Joel's experience and expertise can help you achieve your financial goals.
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
OR
07/21/2021 - Present
LPL Financial LLC (SALEM OR)
OR
02/27/2009 - 07/21/2021
WADDELL & REED (SALEM OR)
OR
10/29/2004 - 03/02/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORTLAND OR)
MO
11/01/2000 - 11/02/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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