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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Kucinski is a financial advisor at Fidelity Personal And Workplace Advisors. Joan has been in the industry since August 19, 2016, and has experience in various roles with different firms. Joan is registered with the state of Utah as both a Registered Representative and an Investment Advisor Representative. Joan has a strong background in financial markets and can offer advice and guidance on a wide range of financial products and services, including investment management, retirement planning, and college savings. Joan works with a wide variety of clients, including individuals, families, and small businesses. Joan is committed to providing personalized financial advice that meets the specific needs of each client.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
09/30/2021 - Present
Fidelity Personal AND Workplace Advisors (AMERICAN FORK UT)
UT
08/12/2020 - 06/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANDY UT)
UT
11/01/2016 - 08/14/2020
E*TRADE SECURITIES LLC (SANDY UT)
MO
05/15/1996 - 08/01/1996
TWENTIETH CENTURY SECURITIES, INC. (KANSAS CITY MO)
BOTH
Issued 05/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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