Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Taliaferro is a financial advisor with over 15 years of experience. Joel is registered with LPL Financial LLC and is a Certified Financial Planner. Joel is based in Irmo, SC and is licensed to provide financial services in several states, including Georgia, Michigan, Missouri, Pennsylvania, South Carolina, Texas, and Virginia. Joel has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Joel also provides financial planning, portfolio management, and consulting services. Joel has previously been associated with Waddell & Reed, Accumulus Financial Group, LLC, and Inkpointe Financial Group, LLC.
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
SC
07/21/2021 - Present
LPL Financial LLC (IRMO SC)
SC
08/07/2008 - 07/21/2021
WADDELL & REED (IRMO SC)
BOTH
Issued 10/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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