Invested Better
Unclaimed

Unclaimed

Unclaimed

Joel Robert Hurwitz

Dowling & Partners Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joel? Claim Your Profile

About Joel Robert Hurwitz

Joel Hurwitz is a financial professional with over 6 years of experience in the industry. Joel is currently registered with Dowling & Partners Securities LLC and is licensed in Connecticut. He is also licensed as a General Securities Principal. Joel has held previous roles at Credit Suisse Securities (USA) LLC and Dowling & Partners Securities LLC. He specializes in a range of financial services, including securities trading and investment advising.

Firm Information

Joel Hurwitz is currently registered with Dowling & Partners Securities LLC. Dowling & Partners Securities LLC is a Limited Liability Company formed on July 1, 1994. The firm is registered in eight states: California, Connecticut, Florida, Illinois, Massachusetts, New Hampshire, New York, and Ohio. It also has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joel Hurwitz’s Registration & Firm History

CT

07/24/2023 - Present

Dowling & Partners Securities LLC (FARMINGTON CT)

NY

07/26/2022 - 08/04/2023

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

CT

08/23/2017 - 06/21/2022

DOWLING & PARTNERS SECURITIES LLC (FARMINGTON CT)

Not sure if Joel Robert Hurwitz is right for you?

Licenses & Designations

BC

Issued 09/18/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/25/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2018

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 12/11/2017

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/23/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Robert Hurwitz.
Not sure if Joel Robert Hurwitz is right for you?