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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 Meshel is a financial advisor with over 30 years of experience in the industry. Joel is currently registered with Wells Fargo Advisors Financial Network, LLC in Boca Raton, FL. Previously, Joel was with WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, HSBC SECURITIES (USA) INC. and HSBC BROKERAGE (USA) INC.. Joel is a licensed Series 3, 5, 7, 9, 10, 15, 63, and 66 representative. Joel has a wealth of experience in financial planning, portfolio management for individuals and businesses, investment consulting services to institutional clients, and selection of other advisors.
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.
Investment consulting services to institutional clients
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.
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2
FL
08/29/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BOCA RATON FL)
FL
10/31/2014 - 10/12/2023
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
11/27/2006 - 11/06/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
NY
01/01/2005 - 04/29/2005
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
09/22/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
04/07/1994 - 10/14/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
10/15/1990 - 01/21/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
03/13/1989 - 04/19/1989
M. RIMSON & CO., INC. (NEW YORK NY)
NY
03/25/1982 - 01/30/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2009
Series 3 - National Commodity Futures Examination
BC
Issued 12/16/1983
Series 5 - Interest Rate Options Examination
BC
Issued 10/12/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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