Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel McNatt is a financial professional with over 20 years of experience in the financial services industry. Joel has worked with several firms including Charles Schwab & Co., Inc., Franklin/Templeton Distributors, Inc., and currently is employed by Assetmark Brokerage, LLC. Joel holds several licenses including Series 3, Series 6, Series 7 and SIE.
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.
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.
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2
CA
06/05/2015 - Present
Assetmark Brokerage, LLC (CONCORD CA)
CA
12/01/2006 - 02/10/2014
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
CA
05/16/2005 - 09/15/2006
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
CA
06/18/1997 - 10/31/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 10/29/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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