JOEL ANGEL PALATNIK is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with LWM ADVISORY SERVICES, LLC, MODERN WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MODERN WEALTH MANAGEMENT, LLC | 2026-03-25 | present | Yes |
| LPL FINANCIAL LLC | 2017-12-22 | 2018-01-17 | — |
| LWM ADVISORY SERVICES, LLC | 2015-08-07 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2014-12-11 | 2015-08-03 | — |
| LPL FINANCIAL LLC | 2008-05-30 | 2014-12-08 | — |
| EQUITY SERVICES, INC. | 2007-03-29 | 2007-07-27 | — |
| MSI FINANCIAL SERVICES, INC. | 2005-04-29 | 2007-01-16 | — |