Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Patrick Shomaker is a wealth management director at Onedigital Investment Advisors. Joel has over 20 years of experience in the financial services industry. Joel has worked for several firms including LPL Financial, Triad Advisors, and NRP Financial. Joel holds both Series 65 and Series 66 licenses. Joel's focus is on providing financial planning and investment management services to individuals, families, and businesses. Joel's clients have access to a wide range of investment products and services, including mutual funds, ETFs, stocks, bonds, and alternative investments. Joel is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
12/04/2018 - Present
Onedigital Investment Advisors (Irvine CA)
CA
01/02/2019 - 08/23/2024
TRIAD ADVISORS LLC (Irvine CA)
CA
11/30/2010 - 12/31/2018
LPL FINANCIAL LLC (IRVINE CA)
CA
12/07/2009 - 11/30/2010
NRP FINANCIAL, INC. (IRVINE CA)
CA
06/10/2009 - 12/01/2009
AXA ADVISORS, LLC (IRVINE CA)
SC
08/20/2007 - 11/12/2007
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
01/16/2003 - 01/19/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/31/1999 - 01/15/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/14/1995 - 08/07/1995
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 08/23/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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