Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel P. Callahan is a financial advisor registered with J.P. Morgan Securities LLC. Joel Callahan is a Registered Representative and Investment Advisor Representative with the state of Illinois. Joel Callahan has been in the securities industry since 2018.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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IL
02/20/2020 - Present
J.p. Morgan Securities LLC (HOFFMAN ESTATES IL)
IL
04/13/2018 - 11/25/2019
PRUCO SECURITIES, LLC. (DOWNERS GROVE IL)
IA
Issued 05/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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