Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Vincent Grant is a financial advisor with Wells Fargo Clearing Services, LLC. Joel is licensed to offer securities and investment advice in Florida and Georgia. Joel has been in the industry since October 2022. Joel has a Series 63, Series 7TO, Series 9, and Series 10 license. Previously, Joel worked at CHARLES SCHWAB & CO., INC. Joel specializes in a variety of financial products and services, including insurance companies, investment companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
05/06/2024 - Present
Wells Fargo Clearing Services, LLC (ORLANDO FL)
FL
09/26/2022 - 04/29/2024
CHARLES SCHWAB & CO., INC. (Orlando FL)
BC
Issued 10/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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