Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joellen? Claim Your ProfileJoellen Jean Zabel is a registered representative with Wells Fargo Clearing Services, LLC. Joellen has been in the financial services industry since 1992. Joellen is licensed to sell securities in Arkansas, Florida, Georgia, Maine, New York, Ohio, Oklahoma, Texas, Virginia and Washington. Joellen is also licensed to provide investment advice in Texas. Joellen has worked for A. G. EDWARDS & SONS, INC., ESSEX NATIONAL SECURITIES, INC. and WELLS FARGO ADVISORS LLC.
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
TX
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
09/27/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MCKINNEY TX)
CA
08/31/1992 - 07/27/1993
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BOTH
Issued 03/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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