Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joey? Claim Your ProfileJoey Robert Lovgren is an investment advisor representative with LPL Financial LLC and has been in the industry since June 19, 2002. Joey is registered in Illinois, Kentucky, Ohio, Tennessee, and Wisconsin and has Series 7, 63 and 66 licenses. Prior to joining LPL Financial, Joey worked at Sigma Financial Corporation and Ameriprise Financial Services, Inc. Joey also has experience with Edward Jones.
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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2
IL
05/15/2023 - Present
LPL Financial LLC (ROCKFORD IL)
IL
11/01/2017 - 05/15/2023
SIGMA FINANCIAL CORPORATION (ROCKFORD IL)
IL
09/02/2011 - 11/03/2017
AMERIPRISE FINANCIAL SERVICES, INC. (ROCKFORD IL)
IL
06/19/2002 - 09/06/2011
EDWARD JONES (BYRON IL)
BOTH
Issued 12/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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