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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel McGinness is a financial advisor registered with LPL Financial LLC, with offices in Prairie Village, Kansas. Joel has been in the financial industry since 1999 and is licensed in a wide range of states. Joel offers a variety of services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Prior to joining LPL Financial LLC, Joel worked for Waddell & Reed, MML Investors Services, Inc., and UMB Financial Services, Inc.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
02/11/2022 - Present
LPL Financial LLC (PRAIRIE VILLAGE KS)
KS
05/22/2008 - 08/23/2021
WADDELL & REED (OVERLAND PARK KS)
KS
01/04/2008 - 05/06/2008
MML INVESTORS SERVICES, INC. (LEAWOOD KS)
MO
05/13/1999 - 12/06/2007
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 05/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/25/2010
Series 4 - Registered Options Principal Examination
BC
Issued 04/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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