Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Michael Parker is a financial advisor at Pinnacle Capital Securities, LLC in Long Beach, California. Joel has been in the industry since 2013, and holds both Series 6 and Series 7 registrations. Joel also has experience in investment banking, and has Series 79 and Series 24 registrations.
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.
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2
CA
07/28/2022 - Present
Pinnacle Capital Securities, LLC (LONG BEACH CA)
VA
02/13/2015 - 12/14/2021
FOLIO INVESTMENTS, INC. (MCLEAN VA)
MD
08/05/2014 - 01/29/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HUNT VALLEY MD)
CA
07/03/2013 - 05/19/2014
FARMERS FINANCIAL SOLUTIONS, LLC (SACRAMENTO CA)
IA
Issued 09/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 08/17/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/04/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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