Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Wesley Milam is a financial advisor with LPL Financial LLC and Gateway Wealth Partners, LLC. Joel has been serving clients in the Midland, Texas area since 2017. Joel is registered with the state of Texas as a registered representative and investment advisor representative. Joel holds the Series 63, Series 65, Series 7 and SIE licenses. Joel's primary focus is on providing financial planning and investment management services to individuals, corporations, and retirement plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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TX
10/14/2019 - Present
LPL Financial LLC (MIDLAND TX)
IA
Issued 10/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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