Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Martin is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Joel has been in the industry since February 13, 2018. Joel is registered with FINRA and the state of Virginia, and holds the Series 66, Series 7 and SIE licenses. Joel has a proven track record of success in helping clients achieve their financial goals. Joel is committed to providing personalized service and helping clients understand their options. Joel is also a member of the Board of Directors at Lewis Ginter Botanical Garden Inc. Joel specializes in providing financial advice to individuals, families, and businesses. Joel is a valuable resource for anyone looking to 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
VA
03/13/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RICHMOND VA)
BOTH
Issued 03/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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