Unclaimed
Joseph Kintschi is a financial advisor with Ameriprise Financial Services, LLC. Joseph has over 20 years of experience in the financial services industry. Joseph is licensed to provide financial advice in Connecticut and is a registered representative with FINRA. Joseph also holds licenses in several other states, including Arizona, Florida, and Massachusetts. Joseph specializes in providing financial advice to individuals and families. Joseph is committed to helping clients reach 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
CT
02/06/2006 - Present
Ameriprise Financial Services, LLC (PORTLAND CT)
CT
07/11/2000 - 11/08/2005
EDWARD JONES (FARMINGTON CT)
BOTH
Issued 02/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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