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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Edward Paetznick is an Investment Advisor Representative with Global View Capital Management LLC. Joel Edward Paetznick is also registered as an Investment Advisor Representative with Global View Capital Advisors, LLC, an affiliate of Global View Capital Management, LLC. Joel Edward Paetznick has been in the industry for over 13 years and has experience in providing investment advice to individuals, families, and businesses. Joel Edward Paetznick has a strong understanding of financial markets and investment strategies. Joel Edward Paetznick is committed to providing clients with personalized financial advice that meets their individual needs. Global View Capital Management LLC is an independent investment advisory firm that provides investment advice to individuals, families, and businesses. Global View Capital Management LLC is committed to providing clients with personalized financial advice that meets their individual needs.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
01/02/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
01/02/2014 - 05/08/2015
PURSHE KAPLAN STERLING INVESTMENTS (SCHOFIELD WI)
WI
11/03/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (SCHOFIELD WI)
WI
07/14/2009 - 11/01/2010
WORLD GROUP SECURITIES, INC. (WAUSAU WI)
BC
Issued 9/9/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 9/8/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/8/2015
SIE - Securities Industry Essentials Examination
BC
Issued 7/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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