Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Bodner is a financial advisor with over 17 years of experience in the industry. Joel has worked at several prominent firms including UBS Financial Services Inc., Citigroup Global Markets Inc., and J.P. Morgan Securities LLC, before joining Morgan Stanley in 2022. Joel holds both Series 65 and Series 66 licenses and is registered in 35 states as a broker-dealer and an investment advisor. Joel is committed to providing clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/04/2022 - Present
Morgan Stanley (Garden City NY)
NY
02/11/2015 - 03/05/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/15/2008 - 11/20/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
05/06/2005 - 06/03/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/14/2003 - 05/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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