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 West has been in the financial services industry for over 20 years. Joel Michael West is a registered representative of Raymond James Financial Services Advisors, Inc. and an Investment Advisor Representative for Raymond James Financial Services Advisors, Inc. Joel Michael West is registered in 17 states: Alabama, Arizona, Connecticut, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, New Hampshire, New York, Ohio, Rhode Island, South Carolina, Texas and is registered as a Principal in Maine. Joel Michael West has held various roles within the financial services industry, including as a Financial Advisor and a Finance Committee Member.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ME
11/09/2011 - Present
Raymond James Financial Services Advisors, Inc. (BREWER ME)
BOTH
Issued 12/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joel West is the right advisor for you? Invested Better is here to help.
