Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Amador is a financial advisor with over 10 years of experience in the industry. Joel is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management. Joel has worked at Charles Schwab & Co., Inc. in the past. Joel has passed a number of industry exams including the Uniform Securities Agent State Law Examination, Uniform Combined State Law Examination and the General Securities Representative Examination.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
04/12/2023 - Present
Rockefeller Financial LLC (Chicago IL)
CO
08/19/2013 - 04/13/2023
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 11/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/06/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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