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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 Lesner is a financial advisor who has been in the industry since August 4, 1997. Joseph is currently registered with Ameriprise Financial Services, LLC and has been with the firm since March 2020. Joseph previously worked at Comerica Securities from October 26, 2005, to November 6, 2023. Joseph holds Series 7, Series 31, Series 63, and Series 65 licenses. Joseph specializes in providing asset allocation, financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses. Joseph is also registered with the following states: Alabama, Colorado, Florida, Illinois, Indiana, Kentucky, Louisiana, Michigan, New York, North Carolina, Ohio, Tennessee, Texas, Utah, Virginia, and Wisconsin.
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
MI
08/23/2023 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
10/26/2005 - 11/06/2023
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MI
11/19/2002 - 09/07/2005
LEONARD & COMPANY (TROY MI)
NY
06/18/1997 - 12/03/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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