Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Lee Glasco is a financial advisor with over 39 years of experience in the industry. Joel is currently registered with &partners in CHARLOTTE, NC and NASHVILLE, TN. Prior to joining &partners, Joel was registered with WELLS FARGO CLEARING SERVICES, LLC in DALLAS, TX and ATLANTA, GA. Joel has passed the Series 3, 7, 9, 10, 15, 63 and 65 exams. Joel specializes in providing financial advice to individuals, corporations, trusts, estates and charitable organizations.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
11/09/2023 - Present
&partners (NASHVILLE TN)
TX
07/30/2021 - 06/07/2023
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
GA
07/01/2003 - 06/07/2021
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
NY
09/11/1987 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/21/1983 - 09/22/1987
E. F. HUTTON & COMPANY INC
IA
Issued 06/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1996
Series 15 - Foreign Currency Options Examination
BC
Issued 01/20/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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