Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Douglas Gilley is a registered representative of MML Investors Services, LLC in Allentown, PA. Joel has been in the securities industry since 1993. Joel has a Series 6, 7, 63 and 66 license. Joel is also an insurance agent, a consulting business owner, and a financial planner.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
08/19/2015 - Present
MML Investors Services, LLC (Allentown PA)
PA
06/21/2004 - 02/02/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALLENTOWN PA)
FL
04/17/2002 - 06/01/2004
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
NC
07/02/2001 - 12/31/2001
CLARK/BARDES FINANCIAL SERVICES, INC. (GREENSBORO NC)
TX
09/27/1993 - 07/02/2001
CLARK-BARDES SECURITIES, INC. (DALLAS TX)
BOTH
Issued 08/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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