Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Jerome Houck is a financial advisor with WMS Partners, LLC. Joel has over 20 years of experience in the financial services industry. Joel is registered to provide investment advice in Maryland. He has a Series 7, 86, 87 and SIE license. Joel is also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA).
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MD
10/12/2021 - Present
WMS Partners, LLC (TOWSON MD)
MD
12/10/2010 - 09/20/2017
WELLS FARGO SECURITIES, LLC (BALTIMORE MD)
NC
07/01/2003 - 07/16/2007
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
04/08/2002 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
08/18/1999 - 04/10/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 11/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/23/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/09/2010
Series 7 - General Securities Representative Examination
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Inactive
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