Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel David George is an investment advisor representative with Gradient Advisors, LLC. Joel is registered with the state of Colorado and has been in the industry since 2021. Joel holds a Series 65 license and has a background in insurance sales. Joel's firm, Gradient Advisors, LLC, is a registered investment advisor with offices in Arden Hills, Minnesota and Pueblo, Colorado. Gradient Advisors provides financial planning, pension consulting, selection of other advisors, portfolio management for individuals and businesses, and other advisory services.
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.
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.
Referral fees
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2
CO
11/29/2022 - Present
Gradient Advisors, LLC (Pueblo CO)
IA
Issued 08/24/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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