Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Mark Johnson is an investment advisor representative currently registered with Johnson Brunetti. Joel has been in the financial industry for over 25 years, starting his career in 1990. Joel has a wide range of experience in the financial services industry, and holds various certifications, including a Certified Financial Planner designation. Joel is passionate about helping individuals and families reach their financial goals. Joel is dedicated to providing personalized advice and services to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Referral fees from third-party money managers
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CT
03/21/2018 - Present
Johnson Brunetti (WETHERSFIELD CT)
CT
01/22/2007 - 04/20/2017
SILVER OAK SECURITIES, INCORPORATED (WETHERSFIELD CT)
CT
05/09/2006 - 11/14/2006
ING FINANCIAL PARTNERS, INC. (WETHERSFIELD CT)
MN
05/31/2005 - 05/31/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
10/01/2003 - 06/03/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/01/2003 - 06/03/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
WI
03/27/1997 - 04/08/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/27/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
11/18/1993 - 03/17/1997
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
NJ
01/09/1991 - 04/08/1991
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
CO
11/27/1990 - 01/23/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
04/18/1989 - 12/03/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 01/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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