Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Michael Belvis is an investment advisor representative at Victory Capital Management Inc. based in San Antonio, Texas. Joel has over 25 years of experience in the financial services industry and holds several industry licenses, including Series 6, 7, 24, 53, 63, and 65. Joel is a highly experienced financial advisor with a proven track record of success in providing investment management services to a wide range of clients. Joel has a strong commitment to providing clients with personalized and tailored investment advice, and he is dedicated to helping clients achieve their financial goals. Joel has previously been registered with USAA Financial Advisors, Inc. and USAA Investment Management Company.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/22/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
09/06/2007 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/23/1997 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
RI
05/06/1993 - 09/26/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 02/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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