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 West is a licensed investment advisor registered with W&S Brokerage Services, Inc.. Joel Daniel West is registered to offer investment advisory services in Kentucky and Ohio. Joel Daniel West has been in the industry since March 4, 2017 and has experience in securities and investment company products.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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KY
05/07/2024 - Present
W&S Brokerage Services, Inc. (RUSSELL KY)
KY
04/27/2015 - 06/28/2022
W&S BROKERAGE SERVICES, INC. (RUSSELL KY)
BC
Issued 07/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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