Unclaimed
Brandi E. Kinsman is a financial advisor with Amundi Asset Management US, Inc. She has been in the financial services industry since September 15, 2002. Brandi has a wide range of experience, having worked at Pioneer Funds Distributor, Inc. and Sun Life Financial Distributors, Inc. in the past. She is currently registered with the state of Massachusetts as a registered representative. Brandi E. Kinsman is also a member of the Board of Selectman for the Town of Ashland, MA.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
12/15/2020 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
MA
10/10/2005 - 09/21/2009
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
06/26/2002 - 09/26/2005
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
BOTH
Issued 02/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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