Unclaimed
Kevin Quinn is a financial advisor with Ameriprise Financial Services, LLC. Kevin has been in the financial industry since 2001 and has been with Ameriprise since 2007. Kevin has a strong track record of providing financial advice to individuals, families, and businesses. Kevin is a Certified Financial Planner and has a wide range of experience in financial planning, investment management, and retirement planning.
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
NY
05/01/2009 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
NY
05/09/2001 - 10/05/2006
LABRANCHE & CO. LLC (NEW YORK NY)
NY
10/01/2000 - 05/04/2001
FLEET MEEHAN SPECIALIST, INC. (NEW YORK NY)
BOTH
Issued 04/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2000
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 07/20/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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