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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.