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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin A Tucker is an investment advisor representative with Ameriprise Financial Services, LLC. Kevin is registered with the state of Connecticut and Texas. Kevin has been in the industry since November 13, 1996. Ameriprise Financial Services, LLC offers investment advisory services including financial planning, portfolio management, and educational seminars. Ameriprise Financial Services, LLC specializes in providing investment advisory services to individuals, corporations, charitable organizations, pension and profit sharing plans, trusts and estates, and insurance companies.
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
CT
01/06/2021 - Present
Ameriprise Financial Services, LLC (SOUTHPORT CT)
CT
01/01/2008 - 01/08/2009
WACHOVIA SECURITIES, LLC (SOUTHPORT CT)
CT
12/21/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SOUTHPORT CT)
NY
04/04/1997 - 12/23/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/14/1996 - 05/07/1997
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BOTH
Issued 03/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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