Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Gary Talish is an investment advisor representative with Hightower Advisors, LLC. Joel has over 25 years of experience in the financial services industry. He has a broad range of experience and holds Series 3, 7, 63 and 65 licenses. Joel has worked with a variety of clients, including individuals, families, trusts, businesses, and institutions. Joel currently holds registrations in New Jersey and New York. Joel previously worked at Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Joel is a member of Hightower's team and is committed to providing his clients with the highest level of personalized service and investment advice.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
03/18/2021 - Present
Hightower Advisors, LLC (White Plains NY)
NY
10/27/2006 - 01/30/2017
WELLS FARGO CLEARING SERVICES, LLC (PURCHASE NY)
NY
10/06/1998 - 11/01/2006
CITIGROUP GLOBAL MARKETS INC. (PURCHASE NY)
NA
09/29/1992 - 06/07/1993
DISCOUNT CORPORATION OF NEW YORK
NY
02/28/1989 - 09/07/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 01/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2002
Series 3 - National Commodity Futures Examination
BC
Issued 08/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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