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 Melchior is a registered investment advisor representative with TLG Advisors, Inc. Joel is based in Louisville, Kentucky and has been in the industry since 2020. Joel has a Series 63, Series 65, and Series 6TO licenses and has passed the SIE exam. Previously, Joel was registered with PLANMEMBER SECURITIES CORPORATION in Kansas City, Missouri and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC in Cape Girardeau, Missouri. TLG Advisors, Inc. offers a variety of financial planning and advisory services, including portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors. Joel is committed to providing clients with personalized financial advice and helping them 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.
Placement of institutional funds
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
CO
12/23/2024 - Present
TLG Advisors, Inc. (LITTLETON CO)
MO
03/15/2021 - 05/02/2022
PLANMEMBER SECURITIES CORPORATION (Kansas City MO)
MO
09/25/2020 - 03/03/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CPE GIRARDEAU MO)
IA
Issued 03/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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