Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Drescher is a registered representative with J.p. Morgan Securities LLC and has been in the securities industry since 2000. Joel has a Series 7, Series 31, and Series 66 licenses, and is registered in 53 states. Joel has previously worked for Citigroup Global Markets Inc., Citi Private Alternatives, LLC, ING Barings LLC and ABN AMRO Incorporated. Joel works in San Francisco and Moraga, California.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
11/27/2023 - Present
J.p. Morgan Securities LLC (San Francisco CA)
CA
08/31/2020 - 11/16/2023
CITI PRIVATE ALTERNATIVES, LLC (San Francisco CA)
CA
08/31/2020 - 11/16/2023
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CT
04/30/2001 - 05/29/2001
ABN AMRO INCORPORATED (STAMFORD CT)
NY
10/05/2000 - 04/30/2001
ING BARINGS LLC (NEW YORK NY)
BOTH
Issued 09/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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