Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Gordon Oldham is a registered Investment Advisor Representative in Florida and Texas. Joel has been in the financial services industry since 1996. Currently, Joel is associated with J. L. Bainbridge & CO., Inc. and works from the firm's office in Sarasota, Florida. Previous affiliations include Charles Schwab & Co., Inc. and Dean Witter Reynolds Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
10/15/2021 - Present
J. L. Bainbridge & CO., Inc. (SARASOTA FL)
TX
11/25/1997 - 02/21/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
01/03/1996 - 03/07/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/27/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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