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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Timothy Christman is a registered investment advisor representative with Eagle Strategies LLC. Joel has been in the securities industry since May 15, 2009. Joel specializes in Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Individuals, and Portfolio Management for Investment Companies. Joel holds Series 6, 7, 63, and 66 licenses. Joel is also registered in Colorado and Texas as an Investment Advisor Representative. Joel has worked previously at Foreside Fund Services, LLC, Van Kampen Funds Inc., NYLIFE Securities LLC, New York Life Insurance Company and Henderson Global Investors.
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.
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
CO
04/09/2021 - Present
Eagle Strategies LLC (GOLDEN CO)
ME
05/21/2008 - 05/30/2017
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
IL
10/24/2007 - 05/06/2008
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
BOTH
Issued 01/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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