Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Yasinski is a registered investment advisor representative with Amundi Asset Management US, Inc. He has been in the industry for over 23 years. His previous employers include Easterly Securities LLC, Barings Securities LLC, Eaton Vance Distributors, Inc., Citigroup Global Markets Inc., Touchstone Securities, Inc., Pilgrim Securities, Inc., and Olde Discount Corporation. Joseph is a licensed securities professional in several states, including Massachusetts, Florida, and New York. His professional certifications include Series 3, 7, 52, 63, 65, and 66 licenses. He offers advisory services to a variety of client types, including individuals, investment companies, pooled investment vehicles, and insurance companies. Joseph specializes in various investment areas including stocks, bonds, mutual funds, and exchange-traded funds. He is committed to providing his clients with personalized investment advice and portfolio management services to help them achieve 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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
09/05/2024 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
MA
02/09/2023 - 06/18/2024
EASTERLY SECURITIES LLC (BEVERLY MA)
NY
08/22/2013 - 01/04/2022
BARINGS SECURITIES LLC (NEW YORK NY)
MA
06/22/2004 - 08/22/2011
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NY
09/19/2000 - 06/11/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
OH
06/13/2000 - 10/13/2000
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
CT
06/08/1998 - 01/10/2000
PILGRIM SECURITIES, INC. (WINDSOR CT)
MI
07/15/1997 - 02/12/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 08/27/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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