Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Paul Kitamura is a financial advisor at Ameriprise Financial Services, LLC. Jeremy has been in the financial services industry since June 10, 1992 and has been registered with the Securities and Exchange Commission (SEC) since October 5, 2009. Jeremy is a registered representative in the states of Arizona, California, Colorado, Florida, Hawaii, Illinois, Iowa, Michigan, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, South Dakota, Texas, Utah, Virginia, and Washington. Jeremy is also registered as an investment advisor representative in Hawaii and Texas. Jeremy is a graduate of Hamilton High School and holds the Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and Series 24 licenses. Jeremy specializes in asset allocation, financial planning, pension consulting, educational seminars, and portfolio management. Ameriprise Financial Services, LLC is a leading financial services firm that provides a wide range of products and services to individuals, families, and businesses. Ameriprise has approximately $1 billion to $10 billion in assets under management.
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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AZ
03/06/2024 - Present
Ameriprise Financial Services, LLC (Phoenix AZ)
AZ
06/11/1992 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SCOTTSDALE AZ)
IA
Issued 09/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 09/07/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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