Joel GorenCRD Number: 6138413
Current Firm: Truist Advisory Services, Inc.
Joel Goren (CRD# 6138413) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fort Lauderdale, FL and has over 4 years of experience in the finance industry. Joel Goren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Truist Investment Services, Inc.||Fort Lauderdale, FL||Feb 2021 - Current||1|
|Truist Advisory Services, Inc.||Atlanta, GA||Feb 2021 - Current||1|
|Bb&t||Fort Lauderdale, FL||Jan 2019 - Current||3|
|Bb&t Securities, LLC||Richmond, VA||Jan 2018 - Current||4|
|Bbtis||Charlotte, NC||Aug 2017 - Current||4|
|Bb&t||Fort Lauderdale, FL||Aug 2017 - Jan 2019||1|
|City National Bank Of Florida||Fort Lauderdale, FL||Sep 2014 - Aug 2017||2|
|Suntrust Bank||Miami, FL||Nov 2012 - Sep 2014||1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Nov 2012 - Sep 2014||1|
|Sabadell United Bank||Miami, FL||May 2004 - Nov 2012||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2017|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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