Joel Flores MoralesCRD Number: 7123172
Current Firm: Gwn Securities Inc.
Joel Flores Morales (CRD# 7123172) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 3 years of experience in the finance industry.
Park Avenue Securities LLC
J.p. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Gwn Securities, Inc.||Palm Beach Gardens, FL||Jan 2022 - Current||1|
|City Of Greenacres, Fl||Greenacres, FL||Mar 2017 - Current||6|
|Minnesota Life Insurance Company||Saint Paul, MN||May 2020 - Apr 2022||1|
|Securian Financial Services||Saint Paul, MN||May 2020 - Jan 2022||1|
|Evershore Financial Group||Boca Raton, FL||May 2020 - Jan 2022||1|
|Bank Of America, N.a.||Palm Beach, FL||Jul 2019 - May 2020||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Palm Beach, FL||May 2019 - May 2020||1|
|Nucleus Marketing Agency||West Palm Beach, FL||Jan 2018 - May 2019||1|
|Palm Beach State College||Palm Beach Gardens, FL||Oct 2017 - Dec 2018||1|
|Palm Beach North Chamber Of Commerce/oasis||Palm Beach Gardens, FL||Jun 2015 - Jan 2018||2|
|Palm Beach State College||Palm Beach Gardens, FL||Jul 2015 - Oct 2015||< 1|
|Us Army||Various, FL||Jun 2002 - Oct 2015||13|
|Palm Beach State College||Palm Beach Gardens, FL||Nov 2011 - Jun 2015||3|
|Southern New Hampshire University||Manchester, NH||Jan 2012 - Dec 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management3,143MILLIONS
Total Number of Accounts54,640ACCOUNTS
Average Account Value$57,525
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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