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Joel Michael Parker

Pinnacle Capital Securities, LLC

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About Joel Michael Parker

Joel 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.

Firm Information

Joel Parker is currently registered with Pinnacle Capital Securities, LLC. Pinnacle Capital Securities, LLC, is a Limited Liability Company formed on February 17, 2016. The firm is registered with the Securities and Exchange Commission and all 51 U.S. states.

Not reported

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Joel Parker’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Michael Parker.
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