Unclaimed
Kevin Hermanson is a financial advisor with Ameriprise Financial Services, LLC. Kevin has been in the financial industry since 2015 and is registered with the following states: Arkansas, Delaware, Massachusetts, Minnesota, Montana, Utah, and Virginia. Kevin holds the Series 65, 66, 7, 9, 10, and 24 securities licenses. Kevin is also a registered investment advisor and has previously worked with RBC CAPITAL MARKETS, LLC and AMERICAN ENTERPRISE INVESTMENT SERVICES INC.
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.
1
2
MN
11/02/2023 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
09/10/2021 - 09/27/2022
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
01/08/2018 - 08/26/2021
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
05/05/2015 - 01/08/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
IA
Issued 01/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/07/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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