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Joel Fishkin

Joel fishkin

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location of Joel FishkinAventura, Florida, United States
Phone number of Joel Fishkin+91 xxxx xxxxx
Followers of Joel Fishkin531 followers

  • Timeline

    Mar 1997 - Apr 2001

    Account Executive, Financial Advisor

    Dean Witter Reynolds Inc
    Apr 2001 - Apr 2007

    Financial Advisor, Retirement Planning Specialist

    Salomon Smith Barney
    Apr 2007 - Feb 2011

    Vice President Investments

    UBS Financial Services
    Current Company
    Feb 2011 - now

    Wealth Management Advisor, Senior Vice President

    Merrill Lynch Wealth Management

  • About me

    Senior Vice President, Wealth Management Advisor

  • Education

    • Glendale university

      1983 - 1987
      Bachelor's degree

  • Experience

    • Dean witter reynolds inc

      Mar 1997 - Apr 2001
      Account executive, financial advisor

    • Salomon smith barney

      Apr 2001 - Apr 2007
      Financial advisor, retirement planning specialist

    • Ubs financial services

      Apr 2007 - Feb 2011
      Vice president investments

    • Merrill lynch wealth management

      Feb 2011 - now
      Wealth management advisor, senior vice president

  • Licenses & Certifications

    • Personal investment advisor

      Merrill lynch internal
      Jun 2014

  • Volunteer Experience

    • Volunteer

      Issued by Hollywood YMCA, USPSA Junior Shooting Programs, Greater Miami Humane Society HOPE Program
      Hollywood YMCA, USPSA Junior Shooting Programs, Greater Miami Humane Society HOPE ProgramAssociated with Joel Fishkin