Joel Palatnik Location
Florida, United States
Joel Palatnik Work
- 2015 - now Managing Director @ Legacy Wealth Management
- 2008 - 2015 Managing Director - Wealth Management @ TotalBank
Joel Palatnik Education
- College for Financial Planning
Joel Palatnik Skills
- Investment Advisory
- Portfolio Management
- Asset Management
- Banking
- Asset Allocation
- Investments
- Alternative Investments
- Series 7
- Credit
- Personal Financial Planning
Joel Palatnik Summary
Joel Palatnik, based in Florida, United States, is currently a Managing Director at Legacy Wealth Management. Joel Palatnik brings experience from previous roles at TotalBank. Joel Palatnik holds a College for Financial Planning. With a robust skill set that includes Investment Advisory, Portfolio Management, Asset Management, Banking, Asset Allocation and more. Joel Palatnik has 1 emails on RocketReach.
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Top Legacy Wealth Management Employees
-
Joel Palatnik
Managing Director at Legacy Wealth Management
Florida, United States11 -
31
-
Aaron Britz
Owner at Legacy Wealth Management
Mankato, MN, US35 -
Rely Hechter
Wealth Advisor at Legacy Wealth Management
Fort Lauderdale, FL, US2 -
Nuri Rubenstein
Associate Wealth Advisor at Legacy Wealth Management
Fort Lauderdale, FL, US35+ -
Marco Bohorquez
Wealth Advisor at Legacy Wealth Management
Florida, United States35+ -
Andrea Malecki
Client Services Supervisor at Legacy Wealth Management
Florida, United States31 -
Valerie Ortega
Director of Retirement Plan Consulting and Wealth Advisor Associate at Legacy Wealth Management
Miami, Florida, United States22 -
Brandi Quinn
Actor and Singer at Legacy Wealth Management
Atlanta, GA, US11 -
Ashley Forbes
Executive Assistant at Legacy Wealth Management
Arlington, Virginia, United States2 -
Sonja Koppenwallner
CFP , Wealth Advisor and Certified Financial Planner at Legacy Wealth Management
Miami, Florida, United States23
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