Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Lucas Graham is a financial advisor with Charles Schwab & Co., Inc. based in Lone Tree, CO. Joel has over 20 years of experience in the industry and holds Series 6, 7, 24 and 63 licenses. Joel is also a Series SIE exam holder. Prior to joining Charles Schwab, Joel was with American Century Investment Services Inc. in Kansas City, MO.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
03/18/2005 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
MO
11/22/2000 - 09/13/2001
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 05/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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