Joan
Kucinski

Fidelity Personal And Workplace Advisors

CRD#2307576
Investment Advisor
in American Fork, UT

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About this Advisor

Joan Kucinski is a financial advisor working out of American Fork, Utah with a total of 2 years of relevant experience. Kucinski is on the advisory team at Fidelity Personal And Workplace Advisors. Throughout their career, Kucinski has worked at E*Trade Securities LLC, Jetblue Airways, Discover Financial Services, E*Trade Capital Management LLC, Fidelity Investments, Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Kucinski has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in Utah. Fidelity Personal And Workplace Advisors is a registered investment firm operating out of Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 advisors. It handles $653 billion in assets under management among its 1,712,247 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on the services. However, fee types charged by Fidelity Personal And Workplace Advisors most likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

825 East 1180 South
American Fork, UT 84003

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

UT Average: $16,012,751,954
Total Number of Employees

13,507

UT Average: 118
Total Number of Accounts

1,712,247

UT Average: 4,567
Average Account Size

$381,106

UT Average: $3,506,186

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

Joan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Investments

2020 - 2020 (< 1 year)

E*Trade Securities LLC

2020 - 2020 (< 1 year)

E*Trade Capital Management LLC

2020 - 2021 (1 year)

Bank Of America, N.A

2020 - 2021 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2020 (1 year)

E*Trade Capital Management LLC

2018 - 2020 (2 years)

E*Trade Securities LLC

2016 - 2018 (2 years)

E*Trade Securities LLC

2014 - 2016 (2 years)

Discover Financial Services

2010 - 2014 (4 years)

Jetblue Airways

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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.

Financial Advisors at Fidelity Personal And Workplace Advisors

Laura Mccallum
Austin, TX
Larysa Smykovskaya
Palo Alto, CA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Randall Rogers
Smithfield, RI
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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