Unclaimed
Joel Carl Manthei is a financial advisor with Nationwide Investment Services Corp. located in Columbus, OH. Joel has been in the financial services industry since 2007. He is registered with the state of Indiana, Michigan, and Ohio. Joel holds FINRA Series 6, Series 63, and SIE licenses. His previous employers include Transamerica Capital, Inc. and ProEquities, 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.
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.
1
2
OH
02/03/2022 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
CO
12/16/2013 - 01/06/2022
TRANSAMERICA CAPITAL, INC. (DENVER CO)
AL
08/13/2007 - 12/16/2013
PROEQUITIES, INC. (BIRMINGHAM AL)
BC
Issued 11/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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