Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Shilling is a financial advisor with over 23 years of experience in the financial services industry. Currently, Joel is registered with J.P. Morgan Securities LLC. Joel has also held previous roles at Titan Global Technologies LLC, Cowen and Company, National Planning Corporation, Scottrade, Inc., Pacific Select Distributors, Inc., and Charles Schwab & Co., Inc. Joel has a broad range of experience in the financial industry, specializing in both Broker-Dealer and Investment Advisor roles.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
12/14/2023 - Present
J.p. Morgan Securities LLC (New York NY)
NY
10/21/2022 - 12/01/2023
TITAN GLOBAL TECHNOLOGIES LLC (New York NY)
NY
02/07/2018 - 10/13/2022
J.P. MORGAN SECURITIES LLC (New York NY)
NY
04/19/2016 - 02/08/2018
COWEN AND COMPANY (NEW YORK NY)
CA
06/03/2005 - 03/31/2016
NATIONAL PLANNING CORPORATION (El Segundo CA)
MO
10/09/2002 - 05/31/2005
SCOTTRADE, INC. (ST. LOUIS MO)
CA
01/30/2002 - 10/08/2002
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
TX
04/26/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 6/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/4/2018
Series 4 - Registered Options Principal Examination
BC
Issued 8/1/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/7/2005
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
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Cboe C2 Exchange, Inc.
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Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
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Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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