Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Jay Cromar is a financial advisor with over 20 years of experience in the financial services industry. Joel is registered with LPL Financial LLC and has a Series 7, 6, 63, and 65 licenses. Joel has a strong track record of providing comprehensive financial planning and investment management services to individuals and families. Joel is also a Certified Financial Planner. Joel is committed to 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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2
UT
07/21/2021 - Present
LPL Financial LLC (SALT LAKE CITY UT)
UT
10/06/2002 - 07/21/2021
WADDELL & REED (SALT LAKE CITY UT)
BC
Issued 09/11/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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