Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Broersma is a financial advisor with over 27 years of experience in the industry. Joel currently works with HBW Advisory Services LLC. Prior to that, Joel worked with HBW Securities LLC and American General Securities Incorporated. Joel is registered with the state of Michigan and Texas. He has a Series 6, 26 and 63 license, and is a Certified Financial Planner. Joel offers financial planning, portfolio management, and educational seminars to individuals, businesses, and corporations.
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.
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.
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.
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CA
02/21/2014 - Present
HBW Advisory Services LLC (SIMI VALLEY CA)
MI
01/06/2006 - 07/24/2017
HBW SECURITIES LLC (ADA MI)
AZ
11/29/2004 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
GA
08/27/1996 - 11/09/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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