Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Williamson Pangborn is a financial advisor with Campbell Lutyens & Co. Inc., with over 14 years of experience in the industry. Joel has been registered with the firm since May 31, 2023. Prior to that, Joel worked at BERENBERG CAPITAL MARKETS LLC, AVATAR CAPITAL GROUP LLC, SEB SECURITIES, INC., and FIDELITY BROKERAGE SERVICES LLC. Joel holds several licenses including Series 63, Series 24, Series 99TO, SIE, and Series 7.
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.
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.
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2
NY
05/31/2023 - Present
Campbell Lutyens & Co. Inc. (NEW YORK NY)
NY
07/22/2016 - 05/19/2023
BERENBERG CAPITAL MARKETS LLC (NEW YORK NY)
NJ
06/16/2015 - 11/01/2019
AVATAR CAPITAL GROUP LLC (JERSEY CITY NJ)
NY
06/01/2011 - 06/30/2016
SEB SECURITIES, INC. (NEW YORK NY)
FL
03/07/2008 - 06/22/2010
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BC
Issued 03/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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