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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lawrence Ferri is a financial advisor with Ameriprise Financial Services, LLC. Joseph has been in the financial industry since April 4, 2000. Joseph is licensed to offer securities and investment advice in Colorado, Florida, Kentucky, Louisiana, Massachusetts, Montana, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Joseph's certifications include Certified Financial Planner. Joseph has experience working with a variety of clients including individuals, high net worth individuals, businesses, trusts, estates, pension plans, and charitable organizations. Joseph has experience providing financial planning services, asset allocation services, and portfolio management services. Joseph is committed to providing his clients with the highest level of service and expertise.
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
NY
03/22/2010 - Present
Ameriprise Financial Services, LLC (OWEGO NY)
MN
07/20/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
10/05/1999 - 01/18/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 08/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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