Josephine Leise (CRD# 7404322) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenfield, MA and has 1 year of experience in the finance industry.
CRD# 7047829
Edward Jones
CRD# 2355947
Capital Analysts
CRD# 5900328
Ae Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Brattleboro, VT | Feb 2023 - Current | 1 |
| Hitchcock Brewing Company, LLC | Bernardston, MA | Apr 2021 - Current | 3 |
| Ameriprise Financial Services | Brattleboro, VT | Feb 2023 - Feb 2023 | < 1 |
| Equitable Advisors, LLC | New York, NY | Jul 2022 - Jan 2023 | < 1 |
| Thomas Schreiber / Equitable Advisors, LLC | Hatfield, MA | Jun 2021 - Jul 2022 | 1 |
| Spring Valley Landscaping, Inc. | Hatfield, MA | Apr 2019 - May 2021 | 2 |
| Ameriprise Financial Services, LLC | Brattleboro, VT | Mar 2020 - Mar 2020 | < 1 |
| Hubies Tavern | Turners Falls, MA | Apr 2019 - Nov 2019 | < 1 |
| Music Store | Greenfield, MA | Nov 2018 - Apr 2019 | < 1 |
| Oak Ridge Golf Club | Gill, MA | May 2012 - Nov 2018 | 6 |
| Riff's North | Turners Falls, MA | Nov 2016 - Apr 2018 | 1 |
| Between The Uprights | Turners Falls, MA | Jan 2016 - May 2016 | < 1 |
| The Hotel Northhampton | Northhampton, MA | Nov 2015 - Apr 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- VT
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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