Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Phillip Feldman is a financial advisor with over 40 years of experience in the industry. Joel is registered with LPL Financial LLC and is also licensed in 29 states. Joel provides a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Previously, Joel was with Boenning & Scattergood, Inc., and Raymond James & Associates, Inc. Prior to that, Joel was with UBS Financial Services Inc. and Tucker Anthony Incorporated.
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.
Consulting and other non-discretionary advisory services
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.
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2
PA
02/01/2023 - Present
LPL Financial LLC (WEST CONSHOHOCKEN PA)
PA
11/12/2018 - 02/06/2023
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
PA
01/08/2015 - 11/13/2018
RAYMOND JAMES & ASSOCIATES, INC. (WEST CONSHOHOCKEN PA)
PA
05/15/1997 - 01/16/2015
UBS FINANCIAL SERVICES INC. (CONSHOHOCKEN PA)
MA
07/22/1982 - 05/28/1997
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 10/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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