Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Timm Potter is a financial professional with over 30 years of experience in the securities industry. Joel is currently registered with Southeast Investments, N.c., Inc. and is licensed in several states including Arizona, California, Illinois, Michigan, North Carolina, North Dakota, South Carolina and Wisconsin. Joel has a proven track record of success in providing investment advice and financial planning services to individuals and businesses. Joel holds the Series 7 and Series 63 licenses and the SIE certification. Joel is committed to providing personalized service and helping clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Offer products as a b/d on a commission basis
1
2
NC
03/27/2017 - Present
Southeast Investments, N.c., Inc. (CHARLOTTE NC)
IL
09/16/2015 - 04/11/2017
SUMMIT BROKERAGE SERVICES, INC. (Mokena IL)
IL
01/04/2011 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (MOKENA IL)
IL
10/17/1989 - 01/07/2011
HORNOR, TOWNSEND & KENT, INC. (BARRINGTON IL)
OH
09/09/1987 - 10/12/1989
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
06/18/1987 - 09/28/1987
SUN INVESTMENT SERVICES COMPANY
NA
05/26/1983 - 06/09/1987
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 03/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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