Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Stephan Stockelman is a financial advisor at Fidelity Personal and Workplace Advisors, a firm with over $1 trillion in assets under management. Joel has been in the financial services industry since 1997 and has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. Joel is a Series 6, 7, 10, 63, and 66 licensed advisor, and he is committed to helping clients reach their financial goals. Joel is also a licensed real estate agent, and he owns a rental property business in Cincinnati, Ohio.
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.
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
KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
NJ
12/05/1996 - 03/02/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 01/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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