Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Drake is a financial advisor with over 30 years of experience in the industry. Joel is registered with LPL Financial LLC and The Wealth Consulting Group, and is licensed to provide investment advisory services in Iowa and several other states. Joel has experience in a variety of financial services, including investment advisory services, financial planning, portfolio management, and insurance. Joel has been recognized for his expertise in the field and is committed to providing his clients with the highest level of service.
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.
Consulting and other non-discretionary advisory services
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.
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2
IA
05/04/2021 - Present
LPL Financial LLC (DES MOINES IA)
IA
12/09/2005 - 04/01/2021
FSC SECURITIES CORPORATION (WEST DES MOINES IA)
MA
09/18/1991 - 12/20/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 10/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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