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 Ockey is a financial advisor in KENNEWICK, WA, with 22 years of experience in the industry. Joel is currently registered with LPL Financial LLC and has been with the firm since May 2020. Previously, Joel was registered with Waddell & Reed. Joel is a licensed Series 7, Series 24 and Series 66 representative and holds a Series SIE. He is registered with the states of Arizona, California, Colorado, Florida, Idaho, Kansas, Montana, New Mexico, Oregon, South Carolina, Texas, Utah, and Washington, and is also registered as an investment advisor in Texas and Washington. Joel provides investment advisory services through Cornerstone Wealth Strategies, Inc., an independent investment advisor firm.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
06/14/2024 - Present
LPL Financial LLC (KENNEWICK WA)
ID
06/19/2002 - 05/07/2020
WADDELL & REED (BOISE ID)
BOTH
Issued 06/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joel Ockey is the right advisor for you? Invested Better is here to help.
