Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Niese is a registered representative with Fifth Third Securities, Inc. Joel has been in the financial services industry since May 3, 2017. Joel is registered with the state of Indiana and holds the Series 66, Series 7 and SIE licenses. Joel previously worked with LPL FINANCIAL LLC from March 24, 2017 to February 21, 2023. Joel is also registered as an investment advisor representative.
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.
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.
Sponsor wrap fee program
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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2
IN
07/11/2024 - Present
Fifth Third Securities, Inc. (BLOOMINGTON IN)
IN
03/24/2017 - 02/21/2023
LPL FINANCIAL LLC (BLOOMINGTON IN)
BOTH
Issued 4/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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