Unclaimed
Joel Paul Selden is a financial advisor registered with Raymond James & Associates, Inc. with a branch office located in Westport, CT. Joel has been in the industry since 1970 and has experience in the financial services sector. Joel has a wealth of experience serving a diverse clientele including individuals, corporations, high net worth individuals, insurance companies, charitable organizations, banking or thrift institutions, and pension and profit sharing plans. Joel has a wide range of credentials including Series 7TO, Series 65, and Series 63 licenses and has held past positions with UBS Financial Services, Citigroup Global Markets, and Lehman Brothers.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CT
04/29/2016 - Present
Raymond James & Associates, Inc. (WESTPORT CT)
CT
08/15/2003 - 05/10/2016
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
NY
07/31/1993 - 08/21/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/22/1977 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/12/1977 - 11/22/1977
SHEARSON HAYDEN STONE INC.
NA
10/27/1975 - 08/20/1977
JESUP & LAMONT SECURITIES CO., INC.
NA
11/08/1974 - 12/10/1975
SHEARSON HAYDEN STONE INC.
NA
06/26/1974 - 11/08/1974
HAYDEN STONE INC.
NA
11/09/1972 - 09/16/1974
SHEARSON, HAMMILL & CO., INCORPORATED
NA
01/27/1971 - 11/18/1972
COWEN & CO.
NA
02/16/1970 - 03/10/1971
PASTERNACK SECURITIES
IA
Issued 06/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1980
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 08/19/1986
Series 4 - Registered Options Principal Examination
BC
Issued 12/22/1977
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/09/1977
PC - AMEX Put and Call Exam
BC
Issued 02/09/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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