Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Gray Clousing is a financial advisor with over 35 years of experience in the industry. Joel is currently registered with LPL Financial LLC and Highpoint Planning Partners. Joel provides financial planning, portfolio management, and consulting services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Joel is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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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IL
06/16/2016 - Present
LPL Financial LLC (WHEATON IL)
IL
07/22/1987 - 03/26/2013
EDWARD JONES (GLEN ELLYN IL)
BOTH
Issued 02/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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