Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Staples is a financial advisor with McManus Cooper in Irvine, California. Joel has been a financial advisor since 2016 and has experience in various areas, including insurance and real estate. Joel holds Series 6, 7TO and 63 licenses. Joel is a Certified Financial Planner™ and specializes in serving individuals, families, and businesses. Joel's focus is on helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning.
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.
Solicitor/referral fees
1
2
CA
06/07/2022 - Present
McManus Cooper (IRVINE CA)
CA
03/29/2018 - 06/10/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (IRVINE CA)
CA
12/06/2016 - 01/02/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
BC
Issued 12/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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