Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Newton Cousins is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. Joel has been in the industry since August 16, 1975 and has held previous positions at UBS Financial Services Inc., Rotan Mosle Inc., Prudential-Bache Securities Inc., Reinholdt & Gardner Incorporated and Bache & Co Incorporated. Joel is licensed in 27 states for both broker-dealer and investment advisor activities. Joel is a licensed principal in the state of Oklahoma and has earned Series 1, 7, 8, 9, 10, 63 and 65 licenses. Joel is a registered investment advisor and provides a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses and pooled investment vehicles. Joel currently has 23 pooled investment vehicles under management with a total of $267,194,985 in assets. Joel also has 15,0617 individuals under management with a total of $36,343,816,586 in assets.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
09/11/2009 - Present
Stifel, Nicolaus & Company, Inc. (TULSA OK)
OK
01/01/1991 - 09/11/2009
UBS FINANCIAL SERVICES INC. (MUSKOGEE OK)
NA
05/14/1984 - 01/01/1991
ROTAN MOSLE INC.
NA
07/31/1978 - 05/30/1984
PRUDENTIAL-BACHE SECURITIES INC.
NA
03/02/1976 - 08/25/1978
REINHOLDT & GARDNER INCORPORATED
NA
01/18/1973 - 08/03/1973
BACHE & CO INCORPORATED
IA
Issued 10/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/06/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1977
PC - AMEX Put and Call Exam
BC
Issued 02/21/1976
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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