Unclaimed
Joel Davidowski is a financial advisor who has been in the industry since 1998. He currently is associated with Cambridge Investment Research, Inc. Joel has previously been with HUB International Investment Services Inc., Financial Telesis Inc, NRP FINANCIAL, INC., AIG FINANCIAL ADVISORS, INC., NATIONAL PLANNING CORPORATION, MUTUAL SERVICE CORPORATION and ROYAL ALLIANCE ASSOCIATES, INC.. Joel holds Series 6 and Series 63 licenses. Joel Davidowski is registered in California, Florida, Georgia and Utah.
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.
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.
1
2
FL
08/13/2014 - Present
Cambridge Investment Research, Inc. (Naples FL)
CA
12/09/2010 - 08/14/2014
FINANCIAL TELESIS INC (SANTA MONICA CA)
CA
02/29/2008 - 11/29/2010
NRP FINANCIAL, INC. (MALIBU CA)
CA
11/08/2006 - 03/14/2008
AIG FINANCIAL ADVISORS, INC. (MALIBU CA)
CA
05/09/2000 - 12/14/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MA
03/29/1996 - 06/02/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
AZ
03/05/1996 - 04/01/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 10/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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