Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Lerner is a financial advisor with Park Avenue Securities LLC in Louisville, Kentucky. Joel has been in the financial services industry since February 1999. Joel is a registered representative with FINRA and a registered investment advisor representative in Georgia and Kentucky. Joel has a Series 63, Series 65, Series 7 and SIE license. Joel also offers financial planning, portfolio management for individuals and portfolio management for pooled investment vehicles. Joel is committed to providing personalized financial advice to help clients reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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KY
03/01/2018 - Present
Park Avenue Securities LLC (LOUISVILLE KY)
KY
03/25/2017 - 12/08/2017
MML INVESTORS SERVICES, LLC (LOUISVILLE KY)
KY
06/19/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LOUISVILLE KY)
KY
06/19/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LOUISVILLE KY)
TN
02/09/1999 - 06/11/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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