Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Lindsey Houser is a financial professional with over 20 years of experience in the industry. Joel currently works as a Registered Representative with Truist Securities, Inc., based in Charlotte, NC. Prior to Truist Securities, Inc., Joel worked at Robert W. Baird & Co. Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joel holds the Series 7, 63, SIE, and 79TO licenses. Joel is registered to conduct business in 52 states and the District of Columbia.
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.
1
2
NC
06/12/2013 - Present
Truist Securities, Inc. (CHARLOTTE NC)
NC
11/30/2011 - 05/02/2013
ROBERT W. BAIRD & CO. INCORPORATED (CHARLOTTE NC)
NC
11/01/2010 - 08/17/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
11/04/2002 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
BC
Issued 11/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Joel Houser is the right advisor for you? Invested Better is here to help.
