Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Ira Bernstein is a registered representative with MML Investors Services, LLC. Joel has been in the financial services industry since January 7, 2005. Joel is registered in Connecticut and Texas and holds the Series 66, Series 7 and SIE securities licenses. Joel also holds insurance licenses. Joel's primary business address is located in Shelton, Connecticut. Joel has experience working with individuals, high-net-worth individuals, corporations or other businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Joel's practice focuses on providing financial planning, asset allocation programs, and educational seminars.
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.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
CT
03/25/2017 - Present
MML Investors Services, LLC (SHELTON CT)
CT
05/21/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
01/07/2005 - 05/24/2013
AMERIPRISE FINANCIAL SERVICES, INC. (NORWALK CT)
MN
01/07/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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