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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 L. Fink is a financial advisor with Ameriprise Financial Services, LLC, where Joseph has been with the firm since 2005. Joseph is licensed to provide investment advice in Kentucky, Texas, and several other states. Joseph has been in the financial services industry since November 16, 2000, with previous experience at IDS Life Insurance Company. Joseph is a registered representative of Ameriprise Financial Services, LLC. Joseph's expertise includes asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Joseph's client types include high-net-worth individuals, corporations, trusts, and estates. Joseph has several years of experience providing investment advice and financial planning to a wide range of clients.
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
KY
12/01/2011 - Present
Ameriprise Financial Services, LLC (Lexington KY)
MN
11/17/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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