Unclaimed
Joel Kamphuis has been a registered representative since 1987 and is currently registered with Cetera Investment Advisers LLC. Joel holds a Series 66, Series 63, Series 7, and SIE licenses and has been providing financial advice to individuals, families, and businesses in the state of Florida and beyond.
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.
1
2
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (PALM BEACH GARDENS FL)
FL
08/31/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FT LAUDERDALE FL)
FL
02/09/2010 - 09/25/2015
J.P. TURNER & COMPANY, L.L.C. (FORT LAUDERDALE FL)
FL
06/07/2004 - 02/18/2010
GUNNALLEN FINANCIAL, INC (FT LAUDERDALE FL)
CA
03/01/1999 - 06/08/2004
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
FL
01/28/1997 - 03/02/1999
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
FL
01/21/1991 - 02/20/1997
BARBER & BRONSON INCORPORATED (MIAMI FL)
NA
02/22/1989 - 09/13/1991
MONMOUTH INVESTMENTS, INC.
NY
12/05/1989 - 01/18/1991
G. K. SCOTT & CO., INC. (PLAINVIEW NY)
NA
04/17/1989 - 10/19/1989
ALISON, BAER SECURITIES INC.
NA
01/23/1989 - 02/22/1989
HANIFEN, IMHOFF SECURITIES CORP.
NA
09/24/1987 - 01/18/1989
GRAYSTONE NASH, INC.
BOTH
Issued 12/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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