Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Singer is a financial advisor with over 30 years of experience in the industry. Joel is currently registered with Raymond James & Associates, Inc. and has been with them since 2009. Joel previously worked with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Prudential Securities Incorporated, Keogler, Morgan & Company, Inc. and Dean Witter Reynolds Inc. Joel holds licenses to conduct business in several states including Arizona, Arkansas, California, Colorado, Connecticut, Florida, Illinois, Indiana, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, Puerto Rico, Texas and Virginia. Joel specializes in providing financial planning, pension consulting, portfolio management, and educational seminars 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.
Please see note in schedule d - miscellaneous
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.
1
2
IN
08/28/2009 - Present
Raymond James & Associates, Inc. (Anderson IN)
IN
06/01/2009 - 08/14/2009
MORGAN STANLEY SMITH BARNEY (INDIANAPOLIS IN)
IN
06/09/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
NY
02/19/1992 - 06/09/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
GA
01/31/1990 - 04/12/1990
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
CA
01/01/1990 - 02/13/1990
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
03/19/1986 - 12/05/1989
DEAN WITTER REYNOLDS INC.
IA
Issued 12/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1992
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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