Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Daniel Askew is a financial advisor at San Luis Wealth Advisors. Joel is a registered Investment Advisor Representative in California and holds the Series 66, Series 7 and SIE licenses. Joel has been in the industry since June 2014 and specializes in providing financial planning and portfolio management services for individuals, high-net-worth individuals and businesses. Prior to joining San Luis Wealth Advisors, Joel worked at Edward Jones.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
CA
07/18/2022 - Present
SAN Luis Wealth Advisors (SAN LUIS OBISPO CA)
CA
07/30/2014 - 07/19/2022
EDWARD JONES (BAKERSFIELD CA)
BOTH
Issued 08/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Joel Askew is the right advisor for you? Invested Better is here to help.
