Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Meglic is an investment advisor representative at Peak Retirement Planning, Inc. Joel has been in the industry since May 2023. Joel has a Series 65 license and is registered in Ohio. The firm has a main office located in Columbus, OH. Joel's firm manages approximately $151,897,000 in assets for 307 individual clients. The firm specializes in financial planning and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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OH
10/04/2024 - Present
Peak Retirement Planning, Inc. (COLUMBUS OH)
Active
Inactive
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