Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Gustafson is a financial advisor currently registered with Momentum Independent Network Inc. He is a veteran advisor with over 25 years in the industry and has licenses in many states. Joel has a strong focus on providing financial planning services, portfolio management for individuals, and educational seminars. His firm also offers a variety of other services including the selection of other advisors, publication of periodicals, and portfolio management for businesses.
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.
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.
12b-1 fees
1
2
TX
06/15/2023 - Present
Momentum Independent Network Inc. (DALLAS TX)
IL
03/29/2004 - 03/19/2012
ASSIST INVESTMENT MANAGEMENT COMPANY, INC. (SPRINGFIELD IL)
MO
02/24/1998 - 04/16/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 03/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1992
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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