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Alabama Regional Recruiters
Find a regional recruiter in your Alabama local area to begin a confidential conversation on choosing Securities America as your independent broker-dealer.
Joel joined Securities America in 2014 with over 25 years of industry experience, the past 14 in recruiting financial advisors and large teams. Joel uses his experience and knowledge of the securities industry to help recruit top quality financial advisors to the firm in the Great Lakes region down through Alabama. He enjoys helping recruits find their match with Securities America and is thoughtful in ensuring that recruits are a proper fit for the firm.
Joel’s background as an advisor and OSJ also helps him to see the transition from an advisor’s point of view to help them with their personal vision of creating a top tier financial advisory firm to serve their clients in their local markets.
Joel holds his Series 7, Series 24 and Series 63 licenses.
Check the background of this investment professional on FINRA’s BrokerCheck.
Financial Institutions Recruiters
Regional Director for Financial Institutions Branch Office Development
States Covered: Alabama Alaska Arizona Arkansas California Florida Georgia Hawaii Idaho Louisiana Mississippi Nevada New Mexico North Carolina Oklahoma Oregon South Carolina Tennessee Texas Utah Washington
Forster began his career as a financial advisor and became a recruiter in 2010. He quickly established himself as a high performer in terms of recruited gross-dealer concessions (GDC), assisting recruited advisors with smooth transitions, and providing solutions for advisors amid the changing regulatory landscape and increasing client expectations.
Forster is enthusiastic about serving as Securities America’s regional director for financial institutions branch office development.
The Financial Institutions Division holds its annual Financial Institutions Conference in Omaha, NE, where the focus is to help drive the continued growth of its institutions-based financial advisors and program leaders. The conference features a unique opportunity for these professionals to hear directly from the Securities America leaders and managers who support them each day, and from leading product partners. Highlights of the event included a panel discussion on new developments within each area of the Financial Institutions Division, presentations on maximizing non-qualified assets, effectively leveraging Securities America’s practice management resources and extensive networking opportunities.