Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Harris is an active investment advisor representative who has been in the industry since September 3, 2006. Joel works at Osaic Wealth, Inc. Joel Harris is registered in 13 states and holds 3 securities licenses. Joel has worked for several financial institutions, including LPL Financial LLC, Royal Alliance Associates, Inc., and Signator Investors, 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.
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.
1
2
IN
06/19/2024 - Present
Osaic Wealth, Inc. (CARMEL IN)
IN
12/05/2018 - 06/26/2024
LPL FINANCIAL LLC (CARMEL IN)
IN
11/02/2018 - 12/07/2018
ROYAL ALLIANCE ASSOCIATES, INC. (CARMEL IN)
IN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CARMEL IN)
IN
04/09/2010 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CARMEL IN)
IN
05/14/2008 - 04/13/2010
CHASE INVESTMENT SERVICES CORP. (CARMEL IN)
IN
01/01/2008 - 05/14/2008
WACHOVIA SECURITIES, LLC (INDIANAPOLIS IN)
IN
09/04/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)
BOTH
Issued 09/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joel Harris is the right advisor for you? Invested Better is here to help.
