Unclaimed
Joseph Anthony Pantuosco is a financial advisor with Ameriprise Financial Services, LLC. Joseph Pantuosco is based in East Longmeadow, MA and has been in the financial services industry since November 6, 1974. Joseph has a broad range of experience and expertise, including investments, insurance, financial planning, and retirement planning. Joseph is dedicated to helping his clients achieve their financial goals.
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
MA
06/26/2017 - Present
Ameriprise Financial Services, LLC (EAST LONGMEADOW MA)
MN
11/07/1974 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/07/1974 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 01/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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