Unclaimed
Joel Njilekiro Maeda is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Joel has been active in the financial industry since 2002 and has experience with a variety of firms including HSBC Securities (USA) Inc., Citigroup Global Markets Inc., and Wachovia Securities, Inc.. Joel is also a registered Investment Advisor Representative in Virginia. Joel has experience providing financial advice to individuals, businesses, and institutions. Joel holds Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) Exam.
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.
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.
Investment consulting services to institutional clients
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
VA
04/23/2013 - Present
Wells Fargo Clearing Services, LLC (SPRINGFIELD VA)
VA
11/20/2007 - 10/04/2011
HSBC SECURITIES (USA) INC. (VIENNA VA)
VA
05/29/2007 - 10/16/2007
CITIGROUP GLOBAL MARKETS INC. (RESTON VA)
VA
09/28/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (RESTON VA)
MO
02/27/2003 - 05/20/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
MN
10/30/2002 - 01/22/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/30/2002 - 01/22/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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