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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 Howard Fiddle is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Joel Howard Fiddle has been in the securities industry since March 11, 1985. Joel Howard Fiddle is also a registered investment adviser representative. Joel Howard Fiddle has passed the Series 6, 7, 22, 24, 63, and 65 exams. Joel Howard Fiddle has been registered with the Securities and Exchange Commission (SEC) since 2019. Joel Howard Fiddle has also been registered with the Financial Industry Regulatory Authority (FINRA) since 2019. Joel Howard Fiddle specializes in providing investment advice to individuals, corporations, and other businesses. Joel Howard Fiddle also provides financial planning services. Joel Howard Fiddle is committed to providing his clients with the highest level of service and expertise. Joel Howard Fiddle is dedicated to helping his clients achieve their financial goals. Joel Howard Fiddle is a member of M&T Securities, INC., PNC INVESTMENTS, MERCANTILE BROKERAGE SERVICES, INC., PEREMEL & CO., INC., OLDE DISCOUNT CORPORATION, LINSCO FINANCIAL GROUP, INC., RADFORD CAPITAL CORPORATION, UNITED RESOURCES FINANCIAL, and IDS MARKETING CORPORATION. Joel Howard Fiddle is also a limited partner in KUMAR LLC. and 1515 REISTERSTOWN ROAD LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MD
12/17/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNT VALLEY MD)
MD
08/11/2008 - 09/18/2019
M&T SECURITIES, INC. (Baltimore MD)
MD
09/17/2007 - 08/11/2008
PNC INVESTMENTS (REISTERSTOWN MD)
MD
08/15/1990 - 09/17/2007
MERCANTILE BROKERAGE SERVICES, INC. (REISTERSTOWN MD)
NA
07/24/1990 - 08/15/1990
PEREMEL & CO., INC.
MI
07/23/1987 - 08/09/1990
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
01/15/1987 - 07/14/1987
LINSCO FINANCIAL GROUP, INC.
NA
11/21/1986 - 01/15/1987
RADFORD CAPITAL CORPORATION
NA
06/07/1984 - 05/29/1985
UNITED RESOURCES FINANCIAL
NA
06/03/1983 - 05/01/1984
IDS MARKETING CORPORATION
IA
Issued 01/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 07/07/1992
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/02/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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