Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Simaie is a registered representative with J.P. Morgan Securities LLC in Los Angeles, CA. Joel has been in the financial services industry for over 19 years. Joel has been with J.P. Morgan Securities LLC since 2024, and prior to that, was with QUEST CAPITAL STRATEGIES, INC. in Laguna Hills, CA. Joel has held various roles throughout his career, including financial advisor and investment consultant. Joel is licensed to sell securities in California.
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
1
2
CA
09/23/2024 - Present
J.p. Morgan Securities LLC (Los Angeles CA)
CA
12/12/2014 - 04/10/2015
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
10/13/2011 - 12/18/2012
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
04/13/2009 - 11/24/2009
C.K. COOPER & COMPANY, INC. (IRVINE CA)
CA
07/07/2005 - 05/03/2007
LEHMAN BROTHERS INC. (LOS ANGELES CA)
BC
Issued 06/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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