Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Randy Freedman is a financial advisor who has been in the industry since October 9, 1984. Joel is currently registered with Sanctuary Advisors, LLC and holds the following licenses: Series 7, 9, 10, 22, 24, 27, 31, 39, 52TO, 53, 63, 65, 99TO, and SIE. Joel has previously worked with firms such as MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., WACHOVIA SECURITIES, LLC, INVESTEC INC., SONIC TECHNOLOGIES LLC, GENESIS ADVISORS, INC., and GEMSTONE MERCHANT PARTNERS, INC. Joel is a Certified Financial Planner (CFP) and specializes in providing financial planning services.
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.
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.
1
2
PA
04/23/2024 - Present
Sanctuary Advisors, LLC (Radnor PA)
PA
06/01/2009 - 03/28/2024
MORGAN STANLEY (West Conshohocken PA)
PA
03/26/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST CONSHOHOCKEN PA)
PA
12/18/2002 - 03/27/2009
WACHOVIA SECURITIES, LLC (CONSHOHOCKEN PA)
NY
02/14/2000 - 12/20/2002
INVESTEC INC. (NEW YORK NY)
NJ
09/25/2000 - 11/17/2000
SONIC TECHNOLOGIES LLC (ISELIN NJ)
NY
09/20/1984 - 09/29/2000
GENESIS ADVISORS, INC. (NEW YORK NY)
NA
03/08/1996 - 04/07/2000
GEMSTONE MERCHANT PARTNERS, INC. (ST. JOHN )
IA
Issued 04/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2006
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/10/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/12/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/24/1985
Series 4 - Registered Options Principal Examination
BC
Issued 04/30/1985
Series 24 - General Securities Principal Examination
BC
Issued 09/06/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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