Talk to sales Try for Free
Joel Fishkin

Joel Fishkin

Account Executive, Financial Advisor

Followers of Joel Fishkin531 followers
location of Joel FishkinAventura, Florida, United States

Connect with Joel Fishkin to Send Message

Connect

Connect with Joel Fishkin to Send Message

Connect

  • Timeline

  • 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