Joel Vanovitch
Professional Summary
Joel Vanovitch is a registered financial advisor currently at TAPP ENGINE SECURITIES located in Quincy, Massachusetts. Joel is registered as a RR (Registered Representative) and started their career in finance in 2012. Joel has worked at 4 firms and has passed the Series 7TO, SIE, Series 99 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
TAPP ENGINE SECURITIES | TAPP ENGINE SECURITIES, LLC
Contact Information
Main Address
1400 Hancock St. 6th Floor, Quincy, MA 02169Mailing Address
1400 Hancock St. 6th Floor, Quincy, MA 02169Phone Number
(617) 221-6545Established
Delaware since 06/17/2020Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Joel Vanovitch's CRS (Customer Relationship Summary).
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