Unclaimed
Joel Kunkel is a financial professional with over 18 years of experience in the industry. Currently, Joel is registered with TD Securities (usa) LLC, a firm that is not IA-registered. Before joining TD Securities (usa) LLC, Joel held positions at J.P. Morgan Securities LLC, ING Financial Markets LLC, and Citigroup Global Markets Inc. Joel is licensed in New York and has passed the Series 7, Series 63, and SIE exams.
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.
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.
1
2
NY
01/24/2014 - Present
TD Securities (usa) LLC (NEW YORK NY)
NY
08/15/2011 - 06/15/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/01/2008 - 12/31/2010
ING FINANCIAL MARKETS LLC (NEW YORK NY)
NY
10/22/2003 - 04/03/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/25/2002 - 10/17/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 12/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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