Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Rovner is a financial advisor with over 40 years of experience in the industry. Joel is registered with LPL Financial LLC and is licensed to provide financial advice in 15 states. He is a Chartered Financial Consultant. Joel has a diverse background with experience in securities, insurance, and investment advisory services. He has worked with a variety of clients including individuals, families, businesses, and institutions. Joel is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
1
2
IL
03/12/2020 - Present
LPL Financial LLC (CHICAGO IL)
IL
03/25/2017 - 03/12/2020
MML INVESTORS SERVICES, LLC (Chicago IL)
IL
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
03/14/1981 - 01/02/2015
NEW ENGLAND SECURITIES (CHICAGO IL)
NA
12/02/1974 - 07/20/1977
ALLSTATE ENTERPRISES MANAGEMENT COMPANY
BC
Issued 07/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/09/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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