Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Miner is a financial advisor with Ameriprise Financial Services, LLC, an established firm with a national presence. Joseph has over two decades of experience in the financial services industry and is registered to provide investment advice in Ohio. Joseph holds various licenses and certifications including the Series 7, Series 63, and Series 65 examinations. Joseph's area of specialization is retirement planning.
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.
1
2
OH
01/16/2014 - Present
Ameriprise Financial Services, LLC (Seven Hills OH)
OH
04/08/2010 - 04/09/2013
LPL FINANCIAL LLC (AKRON OH)
OH
06/01/2009 - 04/12/2010
MORGAN STANLEY SMITH BARNEY (CLEVELAND OH)
OH
07/13/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CLEVELAND OH)
OH
07/14/2005 - 07/17/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
NJ
01/15/2002 - 12/12/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
OH
10/20/1999 - 09/05/2000
DENMARK INVESTMENT SERVICES, INC. (BEACHWOOD OH)
OH
08/24/1998 - 10/07/1999
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
10/06/1995 - 05/01/1998
THE OHIO COMPANY (CINCINNATI OH)
BOTH
Issued 08/01/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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