Unclaimed
Joel Carignan is a financial advisor with Edward Jones, registered in 17 states and holding the Series 7, Series 66 and SIE exams. Joel has been in the financial services industry since 2009. Joel specializes in providing financial advice to individuals, families, businesses and retirement plans. In addition to offering traditional investment services, Joel also provides financial planning services such as college savings, retirement planning, and estate planning. Joel's expertise and experience can help you achieve your financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
01/11/2019 - Present
Edward Jones (STOCKTON CA)
BOTH
Issued 03/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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