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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Sebastian Post is an Investment Advisor Representative associated with UBS Financial Services Inc. and is registered in 32 states. Joel has been in the industry since November 1997 and has previously been affiliated with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., Credit Suisse First Boston Corporation, and Paribas Corporation. Joel currently works out of the UBS Financial Services Inc. office in New York, NY and also works out of their office in West Palm Beach, FL. Joel has obtained the Series 7, Series 31, and Series 66 licenses. Joel is also a member of the board of directors for Thomas Emery's Sons, LLC, American Farm School, The Fly Club, and Poppasquash, LLC.
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.
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.
See schedule d - miscellaneous
1
2
NY
12/16/2011 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
08/15/2003 - 01/13/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/03/2000 - 02/26/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/01/1998 - 11/01/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
09/15/1995 - 10/10/1997
PARIBAS CORPORATION (NEW YORK NY)
BOTH
Issued 08/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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