Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Breiter is a financial advisor currently associated with Oppenheimer & Co. Inc. Joel has been in the industry since May 1, 1987. Joel has been registered with the state of Florida since February 20, 2014 and with the state of New York since February 19, 2014. Joel also holds Series 63, 65, 7, and SIE licenses and has previous experience with UBS Financial Services Inc., CIBC Oppenheimer Corp., and Donaldson, Lufkin & Jenrette Securities Corporation.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
04/07/2021 - Present
Oppenheimer & Co. Inc. (BOCA RATON FL)
NY
02/13/1998 - 01/09/2014
UBS FINANCIAL SERVICES INC. (SOUTHAMPTON NY)
NY
09/25/1989 - 02/26/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NJ
03/24/1987 - 10/11/1989
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 02/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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