Unclaimed
Joel Surette is a Registered Representative, currently affiliated with Lincoln International LLC. Joel is registered in five states including California, Georgia, Illinois, New York, and Texas.
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
NY
04/26/2023 - Present
Lincoln International LLC (NEW YORK NY)
BC
Issued 02/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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