Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph James Wheeler is a financial advisor who has been in the financial services industry since 2007. Joseph is currently registered with Dimensional Fund Advisors LP in Texas. Joseph has passed the Series 66, Series 24 and the SIE exams. Joseph was previously registered with Wachovia Securities, LLC in California. Joseph is a registered investment advisor representative and has worked for Dimensional Fund Advisors LP since 2007. Joseph currently resides in Austin, Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
02/03/2009 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
CA
01/11/2007 - 07/11/2007
WACHOVIA SECURITIES, LLC (LOS ANGELES CA)
BOTH
Issued 04/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Wheeler is the right advisor for you? Invested Better is here to help.
