Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Spencer Bobb is a financial advisor with over 23 years of experience in the industry. Joel has been registered as a investment advisor representative with Cetera Investment Advisers LLC since June 2023. Previously, Joel was registered as a broker with VOYA FINANCIAL ADVISORS, INC. for 11 years and with WELLS FARGO ADVISORS, LLC for 2 years. Joel has also worked at A.G. EDWARDS & SONS, INC. and EDWARD JONES. Joel has a broad range of experience, including fixed insurance sales, securities and investment product sales, farming, and notary public. Joel has a deep understanding of the financial services industry and is committed to providing clients with personalized financial advice. Joel's firm, Cetera Investment Advisers LLC, is a national financial services firm with over $104 billion in assets under management. The firm provides a wide range of financial services to individuals, families, and businesses.
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.
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2
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (FORT MADISON IA)
IA
10/21/2009 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (FORT MADISON IA)
IA
01/01/2008 - 10/22/2009
WELLS FARGO ADVISORS, LLC (FORT MADISON IA)
IA
08/17/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FORT MADISON IA)
MO
01/12/2000 - 08/20/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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