Joel Maness (CRD# 3249609) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Webster, NY and has over 24 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Webster, NY | Sep 2016 - Current | 7 |
| Securities America Advisors, Inc. | Webster, NY | Sep 2016 - Current | 7 |
| Wall Street Financial Group, Inc. | Fairport, NY | Jul 2016 - Sep 2016 | < 1 |
| Pfs Investments Inc. | Canandaigua, NY | May 1999 - Jul 2016 | 17 |
| Primerica Financial Services | Canandaigua, NY | Mar 1999 - Jul 2016 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- NJ
- NY
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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