Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Rand is a financial advisor with over 30 years of experience in the financial services industry. Joel has worked with Morgan Stanley for many years, before joining Hightower Advisors, LLC. He has extensive experience in providing financial advice to individuals, businesses, and institutions. Joel holds multiple licenses and certifications including Series 3, 7, 8, 63, and 65. Joel is also a member of the Rotary Club of Kahului.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
HI
01/01/2025 - Present
Hightower Advisors, LLC (Kihei HI)
HI
06/01/2009 - 04/11/2016
MORGAN STANLEY (KAHULUI HI)
HI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WAILUKU HI)
HI
02/27/1985 - 04/02/2007
MORGAN STANLEY DW INC. (WAILUKU HI)
IA
Issued 06/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1992
Series 3 - National Commodity Futures Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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