Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Christopher Rolla is a financial advisor with B. Riley Wealth Advisors, Inc. Joel has been in the financial services industry since March 1995 and is currently registered with the state of Illinois as an Investment Advisor Representative. Joel has worked with B. Riley Securities, Inc., B. Riley Wealth Management, and J. MICHAEL-PATRICK, L.L.C.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
08/01/2022 - Present
B. Riley Wealth Advisors, Inc. (O'Fallon IL)
MO
03/15/1995 - 12/03/2001
J. MICHAEL-PATRICK, L.L.C. (CLAYTON MO)
BC
Issued 11/23/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2002
Series 4 - Registered Options Principal Examination
BC
Issued 12/01/1994
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 11/29/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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