Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Fredrik Billings is a financial advisor registered with LPL Financial LLC. Joel has been in the industry since 2000 and is licensed to provide financial services in Illinois, Arizona, Kansas, Missouri, Nevada, and Virginia. Joel has a Series 7, Series 24, and Series 63 license and has passed the Uniform Investment Adviser Law Examination (Series 65). Joel previously worked at Natcity Investments, Inc. and Invest Financial Corporation.
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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2
IL
06/11/2008 - Present
LPL Financial LLC (GENEVA IL)
IL
01/24/2008 - 06/09/2008
NATCITY INVESTMENTS, INC. (COUNTRYSIDE IL)
IL
08/16/2000 - 01/31/2008
INVEST FINANCIAL CORPORATION (LAGRANGE PARK IL)
IA
Issued 08/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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