Joel Michael Fishman

Current Employers

Employment History

• 07/2011 → 06/2017
  Hbw Securities Llc
  Simi Valley, CA
• 06/2017 → Present
  Hbw Advisory Services Llc
  Simi Valley, CA
• 04/2011 → Present
  Hbw Partners
  Latham, NY
• 06/2017 → 09/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2024 → Present
  Mountain View Advisory Services, Llc
  Latham, NY
• 09/2025 → Present
  Silver Oak Securities, Inc.
  Jackson, TN

Other Businesses

1. "HBW Advisory Services, LLC",Is Investment Related,"7 Herbert Dr, Ste B, Latham, NY, 12110, United States", Independent RIA, Investment Advisor Representative,6/1/2017,40 hours per month,33 hours per month during trading hours, Fee Based Compensation, Independent RIA 2. "Mountain View Advisory Services, LLC",Is Investment Related,"7 Herbert Dr, Ste B, Latham, NY, 12110, United States", DBA for Independent Financial Professional,Owner,1/1/2024,1 hours per month,0 hours per month during trading hours, No Compensation Compensation ,DBA used for tax purposes 3. HBW Partners, Is Investment Related,"7 Herbert Dr, Ste B, Latham, NY, 12110, United States", DBA for Independent Financial Professional, Financial Professional,4/1/2011,160 hours per month,120 hours per month during trading hours, Commission Compensation, DBA for fixed insurance and annuities sales 4. Encore Estates, Is Not Investment Related,"7 Herbert Dr. Ste B, , Latham, NY, 12110, United States", Wills & Trusts,Representative,8/27/2025,3 hours per month,0 hours per month during trading hours, Fee Based Compensation, Answer questions and give information about Estate Planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-05
• S63 Uniform Securities Agent State Law Examination
  2002-06-24

Other Names

• Joel M Fishman