Introducing Your WFS Investment Representative

Joel Harworth
Contact Information
888.493.7266 x8704
626.255.4912
send email, click here
Wescom Financial Services
P.O. Box 7058
Pasadena CA 91109
Representing Monrovia

"As an advisor I am dedicated to helping my clients achieve a financially sound future. My goal is to identify specific needs then provide guidance and advice that is a good fit for our members' unique financial situations."

Registered through our broker dealer, Wescom Financial Services
Series 7 - General Securities Representative
Series 24 - General Securities Principal
Series 53 - Municipal Securities Principal
Series 63 - Uniform State Law
Series 66 - Uniform Combined State Law

Additional Qualifications
California Insurance Agent License #0D07919

Previous Experience
American Express, Wescom Financial Services - Operations

Personal Interests
Golf, snowboarding, and volleyball enthusiast

Securities State Registration
AZ, CA, CO, NJ, TX, VA

 

Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Holdings, LLC, which is a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC). eVISION® is a trademark of CUSO Financial Services, L.P.

Investments are not NCUA/NCUSIF insured, are not Credit Union guaranteed, and may lose value.

To view full WFS disclosures please click here.