Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Marie Jones is a financial advisor with Ameriprise Financial Services, LLC. Kathleen has been in the financial services industry since August 26, 2013 and has a wide range of experience. Kathleen specializes in working with individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities. Kathleen offers various financial services including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals. Kathleen is currently registered with the state of Michigan and holds Series 66, 63, 7, and SIE licenses.
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
MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Grand Rapids MI)
MI
02/11/2021 - 11/03/2023
COMERICA SECURITIES (GRAND RAPIDS MI)
MI
03/30/2016 - 01/24/2020
FIFTH THIRD SECURITIES, INC. (KALAMAZOO MI)
MI
08/20/2013 - 03/28/2016
PNC INVESTMENTS (KALAMAZOO MI)
NY
07/27/2001 - 08/08/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 11/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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