Joel Almquist, financial advisor Pasadena CA
100 score

Joel Almquist

CRD Number: 5281884
Current Firm: Msi Financial Services, Inc.
Joel Almquist (CRD# 5281884) is an Investment Advisor Representative working at Metlife Securities Inc. in Pasadena, CA and has over 8 years of experience in the finance industry.
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Company Name Location Dates Years
Metlife Securities Inc. Pasadena, CA Jan 2015 - Current 1
New England Securities Woodland Hills, CA Apr 2010 - Current 6
Axa Advisors, LLC New York, NY Jul 2007 - Apr 2010 2
Ace Parking San Diego, CA Oct 2006 - Jun 2007 < 1
On The Border Mexican Cafe San Diego, CA Nov 2004 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Joel R. Almquist
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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