Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Johnson is a financial advisor with Cetera Investment Advisers LLC. Joel has over 20 years of experience in the financial services industry. Joel is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative and with FINRA as a Registered Representative. Joel holds Series 6, 7, 63, 65, and 26 licenses. Joel provides financial planning, portfolio management, and other financial services to individuals and 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.
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
MI
01/31/2023 - Present
Cetera Investment Advisers LLC (HOLLAND MI)
MI
10/11/2006 - 02/26/2014
HBW SECURITIES LLC (HOLLAND MI)
MI
11/20/2001 - 09/26/2006
PFS INVESTMENTS INC. (HOLLAND MI)
IA
Issued 07/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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