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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joleen? Claim Your ProfileJoleen Marie Parsons is a financial advisor with over 20 years of experience in the industry. Joleen is currently registered with LPL Financial LLC and has been in the financial industry since 1999. Joleen has a broad range of experience working with various clients, including high-net-worth individuals, corporations, and retirement plans. Joleen has a proven track record of success in providing financial advice and helping her clients achieve their financial goals. Joleen offers a variety of services, including financial planning, portfolio management, and investment advice.
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
05/18/2022 - Present
LPL Financial LLC (PEORIA IL)
IL
01/10/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (PEORIA IL)
IL
08/27/2019 - 11/20/2019
MIDWESTERN SECURITIES TRADING COMPANY, LLC (PEORIA IL)
OH
03/16/2015 - 02/12/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (CINCINNATI OH)
TN
11/29/2007 - 03/03/2015
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
TN
07/06/2007 - 09/27/2007
INVEST FINANCIAL CORPORATION (CLARKSVILLE TN)
TN
01/24/2007 - 06/19/2007
U.S. BANCORP INVESTMENTS, INC. (CLARKSVILLE TN)
TN
10/04/2004 - 07/18/2006
WOODBURY FINANCIAL SERVICES, INC. (BRENTWOOD TN)
IN
11/13/2000 - 10/05/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
AL
02/14/2000 - 11/03/2000
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
05/29/1998 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 09/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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