Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Mondell is a financial advisor with over 20 years of experience in the financial services industry. Joseph has held registrations in several states and has worked with a variety of firms including Ameriprise Financial Services, Raymond James & Associates, and T. Rowe Price Investment Services. Currently, Joseph is registered with Ameriprise Financial Services, LLC in both Maryland and Texas. Joseph's areas of specialization include Retirement Planning, College Savings, Estate Planning, and Insurance.
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
MD
06/24/2021 - Present
Ameriprise Financial Services, LLC (Owings Mills MD)
MD
09/04/2018 - 12/15/2020
RAYMOND JAMES & ASSOCIATES, INC. (BALTIMORE MD)
MD
01/17/2017 - 09/06/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
OK
01/30/2015 - 12/19/2016
BOK FINANCIAL SECURITIES, INC. (TULSA OK)
MD
08/22/2008 - 02/10/2015
M&T SECURITIES, INC. (BALTIMORE MD)
NY
09/26/2007 - 07/02/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
12/07/2006 - 10/01/2007
MAXIM GROUP LLC (NEW YORK NY)
NY
12/09/2003 - 12/04/2006
TD AMERITRADE, INC. (NEW YORK NY)
MN
12/11/2002 - 10/09/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/11/2002 - 10/09/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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