Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel James Lee Allen is a registered investment advisor representative with Fifth Third Securities, Inc. Joel is licensed to provide investment advisory services in Georgia. Joel has been working in the financial services industry since January 2014 and has a Series 63, Series 65, and Series 6TO licenses. The firm has a regulatory assets under management of over $7.98 billion.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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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GA
05/09/2024 - Present
Fifth Third Securities, Inc. (ALPHARETTA GA)
IA
Issued 05/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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