Introducing Your WFS Financial Advisor
and Trust Liaison Officer
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
 

"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, LLC
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 #0B05338
- Trust Liaison Officer, help members determine their trust & estate planning needs.

Previous Experience
American Express, Wescom Financial Services
- Operations

Personal Interests
Golf, snowboarding, and volleyball enthusiast

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

  

Trust services provided by MEMBERS Trust Company. Investment products and services are offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC).

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

To view WFS disclosures please click here.