Joan
Kucinski
Fidelity Personal And Workplace Advisors
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About this Advisor
Joan Kucinski is a financial advisor based in American Fork, Utah, working with Fidelity Personal And Workplace Advisors. Joan has previously held positions at Jetblue Airways, Discover Financial Services, E*Trade Securities LLC, E*Trade Capital Management LLC, Fidelity Investments, Bank Of America, N.A, and Merrill Lynch, Pierce, Fenner & Smith Inc. Joan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Joan is part of Fidelity Personal And Workplace Advisors, which operates out of American Fork, Utah. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Joan Kucinski Work History
Fidelity Investments
Bank Of America, N.A
E*Trade Securities LLC
E*Trade Capital Management LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade Securities LLC
Discover Financial Services
Jetblue Airways
Disclosures
Please visit the SEC profile of Joan Kucinski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
