Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joselyn? Claim Your ProfileJoselyn Edmonds is a financial advisor with Ameriprise Financial Services, LLC. Joselyn has been in the industry since 2001, serving clients in Florida and Texas. Joselyn is registered with the state of Florida as an investment advisor representative and has been actively pursuing this career for over two decades.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation services
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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FL
05/06/2014 - Present
Ameriprise Financial Services, LLC (Ft Lauderdale FL)
FL
04/17/2012 - 02/15/2013
CETERA FINANCIAL SPECIALISTS LLC (MIAMI LAKES FL)
FL
06/01/2009 - 01/27/2012
MORGAN STANLEY SMITH BARNEY (AVENTURA FL)
FL
09/23/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AVENTURA FL)
NJ
11/30/2001 - 10/02/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/06/2001 - 11/27/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 03/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/29/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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