Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Gilhang is a financial advisor with over 28 years of experience in the industry. Joel is a managing partner with Gilhang and Hays Financial Management Group, LLC, which is a DBA for financial planning, investments, and insurance. Joel is also a partner with DASG, LLC, which provides tax preparation and accounting services. Joel is a registered representative with Mml Investors Services, LLC. Joel holds a Series 7, Series 63 and SIE license and is registered in several states. Joel specializes in providing financial planning, investment management and insurance services to individuals, families, 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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
04/12/2022 - Present
MML Investors Services, LLC (Dallas TX)
TX
01/02/2018 - 04/05/2022
PARK AVENUE SECURITIES LLC (DALLAS TX)
TX
09/27/2013 - 01/11/2018
LPL FINANCIAL LLC (DALLAS TX)
TX
01/03/2006 - 10/09/2013
WOODBURY FINANCIAL SERVICES, INC. (DALLAS TX)
CA
07/12/2002 - 12/31/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MN
02/09/1996 - 07/10/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/09/1996 - 07/10/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
05/31/1994 - 10/16/1995
WMA SECURITIES, INC. (DULUTH GA)
CO
05/27/1992 - 06/26/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 5/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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