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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 Regalado is an investment advisor representative with Fidelity Personal and Workplace Advisors. Joel has been in the industry since October 1, 2016. Joel has passed the Series 6, Series 7, Series 63 and Series 66 exams. Joel has been registered in 53 states and the District of Columbia. Joel has specialized in helping individuals, businesses, high-net-worth individuals and pension plans. Joel has also worked at AXA Advisors, LLC. Joel's firm is Fidelity Personal and Workplace Advisors which has been in the industry since 2010 and has over $818,776,100,963 in assets under management.
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.
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.
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.
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2
WA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (ISSAQUAH WA)
WA
04/26/2016 - 09/01/2016
AXA ADVISORS, LLC (BELLEVUE WA)
BOTH
Issued 11/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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