Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Speakman is a financial advisor at Edward Jones, a firm with approximately $10 billion to $50 billion in assets under management. Joel has been in the industry since 2008 and is currently registered with the state of Maine and Florida. Joel has extensive experience in financial planning, pension consulting, and portfolio management for individuals and businesses. Joel also assists clients in selecting other financial advisors.
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.
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.
See schedule d - miscellaneous
1
2
ME
10/21/2009 - Present
Edward Jones (SOUTH PARIS ME)
NA
07/08/1991 - 04/14/1992
PRUCO SECURITIES CORPORATION
NA
07/08/1991 - 04/14/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BOTH
Issued 10/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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