Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin A. Jones is a financial advisor with Ameriprise Financial Services, LLC. Kevin has been in the industry since 2002 and has a Series 7, Series 63, and Series 65. Kevin's previous employers include Princor Financial Services Corporation, Ameriprise Financial Services, Inc., TIAA-CREF Individual & Institutional Services, LLC, Veravest Investments, Inc., AXA Advisors, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and Prudential Securities Incorporated. Kevin specializes in Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
NC
03/15/2010 - Present
Ameriprise Financial Services, LLC (CHARLOTTE NC)
NC
04/08/2009 - 04/27/2009
PRINCOR FINANCIAL SERVICES CORPORATION (CHARLOTTE NC)
NC
06/22/2006 - 01/13/2009
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NY
11/19/2003 - 10/25/2005
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
MA
03/27/2003 - 11/14/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
10/24/2002 - 01/13/2003
AXA ADVISORS, LLC (NEW YORK NY)
MA
03/27/2002 - 10/10/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/27/2002 - 10/10/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
11/26/1997 - 02/03/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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