Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Levesque is a registered representative and investment advisor representative, with over 10 years of experience in the financial services industry. Joel is currently registered with J. W. Cole Advisors, Inc., in Fairfax, VA, and Tampa, FL. He has also been registered with Workman Securities Corporation. Joel is licensed to provide investment advice and services to individuals, businesses, charities, and pension and profit-sharing plans. Joel is a Chartered Financial Analyst, and has passed the Series 7 and Series 66 exams, as well as the SIE exam. Joel also provides hourly and fixed rate consulting, educational seminars, and selection of other advisors. He is affiliated with a number of organizations, including Army Emergency Relief, where he serves as Chief Financial Officer.
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.
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.
Hourly & fixed rate consulting
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.
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VA
04/16/2012 - Present
J. W. Cole Advisors, Inc. (FAIRFAX VA)
VA
04/04/2011 - 09/28/2011
WORKMAN SECURITIES CORPORATION (FAIRFAX VA)
BOTH
Issued 05/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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