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 Maness has been a financial advisor since 1999. Joel has worked for several firms including PFS Investments Inc., Wall Street Financial Group, Inc., Securities America, Inc., and currently Osaic Wealth, Inc. Joel has held a variety of roles in the industry, including insurance sales and financial advising. Joel has a diverse set of skills and experience in financial advising.
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.
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.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (Webster NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (WEBSTER NY)
NY
07/01/2016 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (WEBSTER NY)
NY
08/24/1999 - 07/01/2016
PFS INVESTMENTS INC. (CANANDAIGUA NY)
IA
Issued 06/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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