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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 Leonard Hochman is a financial advisor at MAI Capital Management, LLC. Joel has been in the industry for over 38 years. Joel is registered as an Investment Advisor Representative in Illinois. Joel has been with MAI Capital Management, LLC since December 2021. Prior to joining MAI Capital Management, LLC, Joel worked at CETERA FINANCIAL SPECIALISTS LLC. Joel is a Certified Financial Planner. Joel specializes in providing financial advice to individuals, families, businesses, and institutions. Joel also provides investment management, financial planning, and retirement planning services.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
IL
12/23/2021 - Present
MAI Capital Management, LLC (Bannockburn IL)
IL
02/24/2004 - 12/06/2021
CETERA FINANCIAL SPECIALISTS LLC (DEERFIELD IL)
CT
08/18/1987 - 09/15/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
NA
10/16/1986 - 10/05/1987
TERRA SECURITIES CORPORATION
NA
10/03/1984 - 10/10/1986
PBS SECURITIES, INC.
NA
03/22/1984 - 10/26/1984
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
IA
Issued 01/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/14/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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