Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Dunbar is a financial advisor with Edward Jones. Joel has been in the financial services industry since 2013. He has experience working with a variety of firms, including Amerprise Financial Services, LLC, LPL Financial LLC, TD Ameritrade, Inc., and ScotTrade, Inc. Joel is a registered representative in Arizona, California, and Pennsylvania. He has a series 66, SIE, and series 7 licenses. Joel is committed to providing personalized financial advice to help clients achieve their 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
03/08/2024 - Present
Edward Jones (SAN LUIS OBISPO CA)
MN
01/24/2022 - 12/24/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
CA
06/04/2018 - 11/12/2021
LPL FINANCIAL LLC (ATASCADERO CA)
CA
02/26/2018 - 06/08/2018
TD AMERITRADE, INC. (SAN LUIS OBISPO CA)
CA
01/13/2017 - 02/26/2018
SCOTTRADE, INC. (SAN LUIS OBISPO CA)
CA
05/04/2015 - 01/11/2017
VALIC FINANCIAL ADVISORS, INC. (GLENDALE CA)
CA
07/03/2014 - 04/20/2015
J.P. MORGAN SECURITIES LLC (LOS OSOS CA)
CA
02/14/2014 - 06/04/2014
LPL FINANCIAL LLC (SANTA MARIA CA)
CA
10/24/2012 - 02/21/2014
MORGAN STANLEY (SAN LUIS OBISPO CA)
BOTH
Issued 12/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2012
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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