Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Anthony Salazar is a financial advisor with over 20 years of experience in the financial services industry. Joel Anthony Salazar currently works with J.p. Morgan Securities LLC and is registered to provide investment advice in several states. Joel Anthony Salazar has previously worked with USAA Financial Advisors, Inc., USAA Investment Management Company, CUNA Brokerage Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, American Express Financial Advisors Inc., and IDS Life Insurance Company. Joel Anthony Salazar has passed the Series 66, Series 7, and SIE exams. Joel Anthony Salazar specializes in providing financial advice to individuals, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, and other investment advisors.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
09/09/2019 - Present
J.p. Morgan Securities LLC (SAN ANTONIO TX)
TX
09/06/2007 - 08/21/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
04/22/2005 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
05/13/2004 - 03/31/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MA
08/14/2002 - 05/11/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/14/2002 - 05/11/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
06/29/2000 - 07/31/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/29/2000 - 07/31/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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