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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Rosfjord Mangham is an investment advisor representative with Heritage Wealth Advisors. Joel is registered with the state of Virginia and has been in the industry since January 1992. Joel has a Series 65 license and has completed the Uniform Investment Adviser Law Examination. Joel specializes in working with high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Joel also provides financial planning and tax preparation services.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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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VA
10/11/2023 - Present
Heritage Wealth Advisors (CHARLOTTESVILLE VA)
IA
Issued 03/03/1992
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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