Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Van Bennett is a financial advisor in Austin, Texas. Joel has over 30 years of experience in the financial services industry. Joel is registered with Kestra Advisory Services, LLC. Joel is also a registered representative of Kestra Investment Services, LLC. Joel provides a variety of financial services to individuals, businesses, and other entities, including financial planning, portfolio management, and investment advisory services. Joel specializes in working with high-net-worth individuals.
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.
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2
TX
12/09/2016 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MD
10/10/2019 - 03/01/2024
GROVE POINT INVESTMENTS, LLC (ROCKVILLE MD)
TX
02/26/1991 - 08/26/2016
HD VEST INVESTMENT SERVICES (Irving TX)
IA
Issued 02/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/05/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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