Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel G. Pare is a registered investment advisor representative with T. Rowe Price Associates, Inc. Joel is a seasoned professional with over 18 years of experience in the financial services industry. Joel has held several positions at various firms including CAIS Capital LLC, Citi Private Advisory, LLC, and Citigroup Global Markets Inc. Joel is also licensed in 53 states as a broker-dealer. Joel is a Series 65, Series 63, Series 10, Series 24, and Series 7 licensed professional.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
10/13/2023 - Present
T. Rowe Price Associates, Inc. (Yardley PA)
NY
04/18/2022 - 07/31/2023
CAIS CAPITAL LLC (NEW YORK NY)
NY
03/28/2017 - 03/29/2022
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
03/06/2006 - 03/29/2022
CITIGROUP GLOBAL MARKETS INC. (New York NY)
CT
07/27/2005 - 01/03/2006
ABN AMRO INCORPORATED (STAMFORD CT)
IA
Issued 08/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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