Unclaimed
Joel Salcedo is a financial advisor with Blackrock Investment Management, LLC. Joel has been in the financial services industry since 2012 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Joel holds the Series 6, 7, 63, and 66 licenses. Joel's previous employers include Morgan Stanley, TIAA-CREF Individual & Institutional Services, LLC, J.P. Morgan Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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.
1
2
NJ
01/11/2023 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
11/15/2021 - 11/15/2022
MORGAN STANLEY (New York NY)
NY
06/05/2018 - 11/10/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
05/18/2015 - 05/31/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NJ
09/18/2014 - 05/04/2015
SANTANDER SECURITIES LLC (WEST ORANGE NJ)
NY
05/21/2014 - 09/09/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/01/2012 - 05/02/2014
J.P. MORGAN SECURITIES LLC (BRONX NY)
NY
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BRONX NY)
BOTH
Issued 05/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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