Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Leslie Rohn is a financial advisor registered with LPL Financial LLC. Joel has been in the industry since 1996 and has held several positions at various firms. Joel is licensed to provide investment advice and has a Series 6, 7, and 66 licenses. Joel holds the following registrations: Registered Representative in Arizona, California, Florida, Georgia, Hawaii, Michigan, Nebraska, North Carolina, Oregon, Tennessee, Texas, and Washington. Joel is also a Registered Investment Advisor in California and Texas. Joel is a President and Proprietor of JL Rohn Investments, Inc.
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
CA
02/27/2015 - Present
LPL Financial LLC (LA MESA CA)
CA
02/18/2010 - 06/24/2013
EDWARD JONES (EL CAJON CA)
MI
11/17/2008 - 02/04/2010
ESSEX NATIONAL SECURITIES, INC. (MILFORD MI)
NY
09/12/2005 - 03/17/2006
IFMG SECURITIES, INC. (PURCHASE NY)
CA
04/29/2005 - 09/07/2005
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
MN
02/17/2004 - 04/01/2005
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
GA
03/27/2001 - 10/07/2003
PFS INVESTMENTS INC. (DULUTH GA)
NA
04/07/1986 - 02/25/1994
PFS INVESTMENTS INC.
BOTH
Issued 04/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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