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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 Timothy Bennett is an investment advisor representative with Curi RMB Capital, LLC. Joel has been in the securities industry since 2000. Joel is registered with the state of Michigan. Joel has experience working with individual, high-net-worth individuals, corporations, insurance companies, investment companies, pooled investment vehicles, pension and profit-sharing plans, and charitable organizations. In addition to his current registration at Curi RMB Capital, LLC Joel has previous experience working with AssetMark Capital Corporation, BANC One Securities Corporation, T. Rowe Price Investment Services, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, Capital Brokerage Corporation, Genworth Financial Securities Corporation, and RP Capital LLC. Joel has passed the Series 7, Series 63, and Series 66 exams. Joel is also a registered Investment Advisor with the state of Michigan.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
03/05/2024 - Present
Curi RMB Capital, LLC (CHICAGO IL)
WA
04/27/2011 - 02/27/2012
RP CAPITAL LLC (GIG HARBOR WA)
IL
04/16/2008 - 04/29/2009
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
IL
04/01/2008 - 04/22/2008
CAPITAL BROKERAGE CORPORATION (CHICAGO IL)
IL
05/06/2005 - 04/01/2008
ASSETMARK CAPITAL CORPORATION (CHICAGO IL)
IL
10/14/2004 - 05/09/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MD
06/05/2001 - 06/02/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
MN
06/14/2000 - 02/23/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/14/2000 - 02/23/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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