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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kemp is a financial advisor registered with Ameriprise Financial Services, LLC in Melville, NY. Jeffrey Kemp has been in the financial services industry since June 1993. Prior to joining Ameriprise Financial Services, LLC, Jeffrey Kemp worked for JANNEY MONTGOMERY SCOTT LLC, MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jeffrey Kemp's professional licenses include Series 7, Series 63, Series 65, and SIE. Jeffrey Kemp provides a range of financial advisory services, including financial planning, portfolio management for individuals and businesses, asset allocation services, pension consulting, and educational seminars. Jeffrey Kemp specializes in working with high net worth individuals, corporations, charitable organizations, and trusts and estates.
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
NY
10/24/2022 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
NY
07/09/2015 - 10/24/2022
JANNEY MONTGOMERY SCOTT LLC (MELVILLE NY)
NY
06/01/2009 - 07/23/2015
MORGAN STANLEY (MELVILLE NY)
NY
06/08/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)
NY
06/08/2001 - 06/21/2007
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
NY
06/30/1993 - 06/12/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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