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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 Cabrera is an investment advisor representative registered with Edelman Financial Engines in Thornton, CO. Joel has experience in the financial services industry, including previous roles with EF Legacy Securities, LLC, Sanders Morris Harris LLC, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Joel holds licenses for both Series 63 and 65 exams. Joel specializes in providing financial planning services and portfolio management for individuals and businesses.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
CO
06/04/2024 - Present
Edelman Financial Engines (Thornton CO)
CA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (SAN DIEGO CA)
CA
08/19/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (SAN DIEGO CA)
CA
10/01/2012 - 08/12/2015
J.P. MORGAN SECURITIES LLC (SANTEE CA)
CA
06/29/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FAIRFIELD CA)
IA
Issued 06/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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