Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Evan Burris is an investment advisor representative currently registered with Osaic Wealth, Inc. Joel has a background in financial services and holds Series 7, 9, 24, and 63 licenses. Joel Evan Burris has been active in the industry since 1999 and also holds a Series 65 license. Joel is registered in 47 states and the District of Columbia. Joel specializes in providing financial planning, pension consulting, and educational seminars. GCG Wealth Management, Woodbury Financial Services, Inc., and Questar Capital Corporation are among the firms where Joel has previously worked.
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
NC
06/04/2024 - Present
Osaic Wealth, Inc. (CHARLOTTE NC)
NC
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
11/09/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CHARLOTTE NC)
NC
10/18/2010 - 11/08/2012
SECURIAN FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
03/18/2003 - 06/22/2010
SECURIAN FINANCIAL SERVICES, INC. (DAVIDSON NC)
NY
03/05/2002 - 02/24/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NC
07/31/2000 - 02/04/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
03/08/1999 - 06/26/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 03/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joel Burris is the right advisor for you? Invested Better is here to help.
