Illinois Regional Recruiters
Find a regional recruiter in your Illinois 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, Branch Office Development and Financial Institutions
States Covered: Colorado Connecticut Delaware District of Columbia Illinois Indiana Iowa Kentucky Maine Maryland Massachusetts Michigan Minnesota Nebraska New Hampshire New Jersey New York Ohio Pennsylvania Rhode Island Vermont Virginia West Virginia Wisconsin Wyoming
Zach joined Securities America in October of 2013 after serving as Business Manager at a pharmaceutical marketing organization. Zach is responsible for the day to day operations of the Financial Institutions division, as well as analyzing, coordinating and implementing acquisition efforts across Securities America. Zach graduated with a Bachelor of Science in Finance; financial analysis from Creighton University, and currently holds the Series 7 securities industry license.