Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Minnich is a financial professional with over six years of experience in the financial services industry. Joel is currently registered with Brex Treasury LLC and holds Series 4, 63, 66, and 7 licenses. Previously, Joel worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Joel is registered in Utah.
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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UT
07/15/2021 - Present
Brex Treasury LLC (SALT LAKE CITY UT)
FL
08/15/2018 - 07/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
08/04/2015 - 07/10/2018
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 08/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2017
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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