Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Brandon Lavitt is a financial professional with over 20 years of experience in the industry. Joseph is currently registered with Ameriprise Financial Services, LLC. Joseph holds a Series 66 and a Series 7 license and is a registered representative in California. He is also a registered investment advisor in California. Prior to his current role, Joseph worked at Ameriprise Financial Services, Inc. for 10 years and at IDS Life Insurance Company for 2 years. Joseph specializes in various areas including asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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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2
CA
11/25/2014 - Present
Ameriprise Financial Services, LLC (LOS ANGELES CA)
CA
01/01/2004 - 09/16/2014
AMERIPRISE FINANCIAL SERVICES, INC. (LOS ANGELES CA)
MN
01/01/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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