Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Robert Heffington is a financial advisor who has been in the industry for over 20 years. Joel is currently registered with Ameriprise Financial Services, LLC and has previously held positions with firms like B.C. Ziegler and Company, LPL Financial LLC, FirstMerit Financial Services, Inc, Farmers Financial Solutions, LLC, and Country Capital Management Company. Joel holds a variety of licenses and certifications, including Series 6, 7, 26, 63, and 65. Joel specializes in providing financial advice and portfolio management to individuals, families, and businesses. Joel is also experienced in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, and selection of other advisors.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
IL
04/16/2015 - Present
Ameriprise Financial Services, LLC (ST CHARLES IL)
IL
08/01/2014 - 04/15/2015
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
IL
09/18/2013 - 04/23/2014
LPL FINANCIAL LLC (WILLOW SPRINGS IL)
IL
11/13/2012 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (HINSDALE IL)
IL
12/12/2008 - 11/14/2012
FARMERS FINANCIAL SOLUTIONS, LLC (PLANO IL)
IL
07/18/2001 - 10/31/2007
COUNTRY CAPITAL MANAGEMENT COMPANY (WINFIELD IL)
IA
Issued 06/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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