Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Frasor is a financial advisor with over 25 years of experience in the industry. He is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Chicago, IL, and holds a Series 66 license as well as a Series 7, Series 24, and Series 55 licenses. Joel's previous employers include Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Ogilvie Security Advisors Corporation, LaSalle St Securities, L.L.C., Pure Trading Inc, and Billings Equities, Inc. Joel specializes in providing financial advice to individuals and corporations and has a vast knowledge of various financial products and services. He is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
IL
12/06/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHICAGO IL)
IL
10/10/2005 - 04/02/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)
IN
10/10/2005 - 06/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IL
06/21/2004 - 09/16/2005
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
IL
05/05/2004 - 06/10/2004
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
IL
03/05/1997 - 10/28/2002
PURE TRADING INC (BURR RIDGE IL)
IL
10/09/1995 - 03/03/1997
BILLINGS EQUITIES, INC. (CHICAGO IL)
BOTH
Issued 12/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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