Joel Price
Joel Price
Executive Director, Capital Markets and Placement Services
22 years experience
As the Chief Operations Officer and Chief Compliance Officer at Merit Investment Bank, Joel Price is focused on effective execution of Investment Banking transactions, excellence in client service, and enablement of stability and growth at Merit. Joel has accumulated a broad and diverse background in financial services during his career. In addition to over 7 years in investment banking, he spent 12 years as President of a broker-dealer, 4 years trading, managing and overseeing more than $200 million in income portfolios, and 10 years as the HNW Accounts Portfolio Manager. Joel Price is a Registered Representative of Finalis Securities LLC, member FINRA/SIPC.
Joel lives in Gig Harbor, Washington with his wife and four children.
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Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Merit Investment Bank is not a registered broker-dealer, and Finalis Securities LLC and Merit Investment Bank are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.
Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck | Finalis Form Customer Relationship Summary ("Form CRS")
www.meritinvestmentbank.com (the "Merit Investment Bank Website") is a website operated by Merit Investment Bank. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities' registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Merit Investment Bank along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.
Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis' Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Merit Investment Bank is not a registered broker-dealer, and Finalis Securities LLC and Merit Investment Bank are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.
Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck | Finalis Form Customer Relationship Summary ("Form CRS")
www.meritinvestmentbank.com (the "Merit Investment Bank Website") is a website operated by Merit Investment Bank. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities' registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Merit Investment Bank along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.
Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis' Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Merit Investment Bank is not a registered broker-dealer, and Finalis Securities LLC and Merit Investment Bank are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.
Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck | Finalis Form Customer Relationship Summary ("Form CRS")
www.meritinvestmentbank.com (the "Merit Investment Bank Website") is a website operated by Merit Investment Bank. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities' registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Merit Investment Bank along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.
Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis' Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.