Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel M. Guerrero is a financial advisor with SPC. Joel has been in the industry since 2003. Joel is registered with the state of Texas as both a Broker and Investment Advisor. Joel has experience working with various firms including Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and GunnAllen Financial, Inc. Joel's current registrations are with SPC, and Joel provides a variety of services including financial planning, consultation services, and educational seminars.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
TX
05/31/2011 - Present
SPC (BROWNSVILLE TX)
CT
10/26/2010 - 05/26/2011
GWM GROUP, INC. (GREENWICH CT)
TX
08/11/2010 - 09/14/2010
GREAT NATION INVESTMENT CORPORATION (AMARILLO TX)
TX
03/31/2010 - 08/09/2010
UNITED EQUITY SECURITIES, LLC (HUSTON TX)
TX
06/05/2009 - 03/31/2010
GUNNALLEN FINANCIAL, INC (BROWNSVILLE TX)
TX
01/01/2008 - 06/29/2009
WELLS FARGO ADVISORS, LLC (BROWNSVILLE TX)
TX
06/16/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BROWNSVILLE TX)
BOTH
Issued 08/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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