Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Desjardins is a financial advisor with over 15 years of experience in the financial services industry. Joel is currently registered with M Holdings Securities, Inc. and has been with the firm since April 2008. Prior to that, Joel was with Lincoln Financial Advisors Corporation and Jefferson Pilot Securities Corporation. Joel holds the Series 6, 7, and 63 securities licenses, and the SIE exam. Joel is also a Registered Representative with the Financial Industry Regulatory Authority (FINRA). Joel specializes in financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. Joel is committed to helping clients achieve their financial goals.
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.
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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2
MA
04/02/2008 - Present
M Holdings Securities, Inc. (NEEDHAM MA)
IN
11/26/2007 - 02/19/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NH
01/30/2007 - 01/02/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (CONCORD NH)
NH
01/27/2003 - 02/01/2007
JEFFERSON PILOT SECURITIES CORPORATION (CONCORD NH)
BC
Issued 05/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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