Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Hanson is a financial advisor associated with LPL Financial LLC. Joel has been in the financial services industry for over nine years, holding registrations in 35 states. His expertise includes financial planning, portfolio management for individuals and businesses, and selection of other advisors. Joel is also a licensed insurance agent and a notary. His previous experience includes working with Cambridge Investment Research, Inc. Joel has a strong understanding of the investment industry and is committed to providing his clients with personalized financial guidance.
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.
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IA
04/11/2024 - Present
LPL Financial LLC (CEDAR RAPIDS IA)
IA
10/29/2014 - 04/16/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Cedar Rapids IA)
IA
Issued 06/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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