Unclaimed
Joseph Wiederlight is an Investment Advisor Representative associated with Amundi Asset Management US, Inc.. Joseph is a licensed investment advisor with 14 years of experience in the industry. Joseph has a strong track record of success in helping clients achieve their financial goals. Joseph provides portfolio management services to individuals, investment companies, and pooled investment vehicles. Joseph is also registered to provide advisory services in several states.
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
02/26/2024 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
ID
02/03/2020 - 04/30/2021
WADDELL & REED (BOISE ID)
CO
08/27/2014 - 01/24/2020
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NY
03/05/2013 - 09/03/2014
ALPS DISTRIBUTORS, INC. (RYE BROOK NY)
NY
09/25/2007 - 03/01/2013
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NY
07/24/2006 - 04/05/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
BC
Issued 01/23/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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