Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Triemstra is a financial advisor at Cadaret, Grant & Co., Inc. with over 30 years of experience in the industry. Joel has worked with clients in various industries and specializes in financial planning, portfolio management, and pension consulting. Joel is licensed to provide financial advice in both Illinois and New York.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
NY
09/20/2021 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
NE
04/28/2014 - 09/20/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
IL
08/17/2012 - 04/30/2014
SAMMONS SECURITIES COMPANY, LLC (CHICAGO IL)
IL
04/17/2007 - 08/13/2012
BROKERSXPRESS LLC (CHICAGO IL)
SC
05/08/2003 - 03/12/2007
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
06/25/2001 - 12/06/2002
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
MN
11/30/1998 - 12/31/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
PA
05/27/1998 - 11/03/1998
S. W. RYAN & COMPANY, INC. (WEST CONSHOHOCKEN PA)
CT
03/17/1997 - 03/04/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
02/28/1995 - 12/31/1996
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
05/02/1988 - 04/20/1994
FN INVESTMENT CENTER (SACRAMENTO CA)
NA
11/27/1987 - 05/31/1988
MARKETING ONE SECURITIES, INC.
BC
Issued 01/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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