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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Demaria is a financial advisor at Cerity Partners LLC and has over 14 years of experience in the financial services industry. Joel is registered with the state of California as an Investment Advisor Representative. Joel holds the Series 63, 65 and 7 securities licenses. He is also a Certified Financial Planner. Joel has been associated with Cerity Partners LLC since November 2021. Previously, Joel worked with Bingham, Osborn & Scarborough LLC from April 2008 to November 2021. Joel offers financial planning, portfolio management, and tax services. Cerity Partners LLC is an investment advisory firm based in New York City with offices in San Francisco. The firm provides a variety of investment advisory services to individuals, families, businesses, and institutions.
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.
Tax services; bill pay
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
11/03/2021 - Present
Cerity Partners LLC (NEW YORK NY)
NY
01/15/2008 - 04/22/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 12/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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