Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Bristol Kettelle is an active investment advisor representative with RBC Capital Markets, LLC. Joseph has been in the financial services industry since February 26, 1987. Prior to joining RBC Capital Markets, LLC, Joseph was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Dean Witter Reynolds Inc., and American Express Financial Advisors Inc. Joseph is registered with the state of Rhode Island and Texas. Joseph has a Series 7, Series 31, Series 63, and Series 65 license. Joseph is also a member of the board of directors at Codac Behavioral Health Services of Pima County, Inc.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
RI
11/21/2024 - Present
RBC Capital Markets, LLC (CRANSTON RI)
RI
07/31/2009 - 09/21/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
RI
02/11/2000 - 08/03/2009
WELLS FARGO ADVISORS, LLC (PROVIDENCE RI)
NY
10/10/1997 - 08/22/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
02/27/1987 - 10/09/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 09/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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