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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Davidson Hirsh is an investment advisor representative with Kovitz Investment Group Partners, LLC, registered in Illinois. Joel's current firm is a registered investment advisor with approximately $11.3 billion in assets under management. Joel has been in the financial services industry since 2005. Joel has the following certifications: Series 63, Series 66, Series 7, Series 86, Series 87, and SIE. Joel specializes in working with high-net-worth individuals, families, businesses, and charitable organizations. Joel's primary focus is on investment advisory services, providing personalized investment management and financial planning services. Joel previously worked at Kovitz Securities, LLC, a registered broker-dealer.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
01/04/2016 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
IL
06/29/2006 - 11/13/2020
KOVITZ SECURITIES, LLC (Highland Park IL)
OH
01/01/2005 - 04/04/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 10/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/15/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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